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Join us for a discussion on best practices related to tax efficient investments, common portfolio mistakes when tax planning, building an asset allocation to minimize your tax exposure, retirement planning, and the role hourly financial advice plays in tax efficient investing. 

Constructing a tax efficient investment strategy is essential to pursuing long-term financial goals. The best time to start is today!

Hourly Financial Advice for Tax-Efficient Investing

Joseph Dearie, MD

Alex

marc 

Serena Dovey

Rachelle Ford

Frank

Josh Kolz

Brian 

Robert Bolash

Physician on Fire

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