Learn about how to read your 1040 tax return for opportunities to talk about with your financial planner. You may be able to save taxes! At least you might understand your tax return a little better than you did before the meeting!

Topics include:

• • Taking note of life events
  • Key lines on the 1040
  • What to keep an eye on in 2023
  • Planning for uncertainty

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About Our Speaker

Nick Arndt CFP®, ChFC®, CLU®
Director, Advanced Markets

Early in Nick’s career, his experience with advanced planning strategies turned into a passion to help others increase their financial literacy and achieve a lifetime of financial security.

Nick works to bring timely and relevant guidance on retirement, estate and wealth planning strategies, and regulatory issues that impact financial professionals and their clients. He has traveled the country to present on topics such as IRA planning strategies, estate and trust planning, Social Security, and Medicare guidance. Nick lives in Denver’s Washington Park area. He enjoys everything the Colorado outdoors has to offer, from water activities in the reservoirs and rivers to year-round sports in the Rocky Mountain high country. He makes maintaining an active lifestyle one of his top priorities.

To RSVP click here