Join CJM Wealth Management for light fare and cocktails at our seminar, “Advanced Tax Planning: Little Known Strategies to Help Reduce Income and Capital Gains Taxes,” on Wednesday, October 23, 2019 at 6:30 p.m. at Jewel Restaurant, located at 400 Broadhollow Road in Melville, N.Y.
The event will be hosted by our CEO and Founder, Charles Massimo, with three Special Guest Speakers:
- Ralph Nelson, CPA, Founder of Heritage Family Offices
- Michael Frost, Partner at Heritage Family Offices
- Chris Sargent, Managing Director at Liquid Capital Partners
We encourage you to bring a colleague who might benefit from this informative seminar.
For details and to register, click here.