Interested in Reducing the Tax Bite on Your Wealth?
Plan to attend the CIRPP January General Meeting where Peter Newman from Peak Wealth Planning will be presenting on that very topic. He will also cover employee benefits, tax bracket management within the family, and a little bit about estate taxes and the sunset at the end of 2025.
Peter Newman is the President and Founder of Peak Wealth Planning which he founded in 2014. Prior to that, Peter managed the treasury and investments at the University of Illinois system for two decades. He also spent 15 years as a real estate investor and developer.
Please join us as CIRPP hosts a Virtual General Meeting on Thursday, January 21, 2021 from 12:00-1:00 pm via Zoom (registration link below).
Please grab the lunch of your choice and join us on your electronic device. There will be plenty of time for Q &A. At the conclusion, we will be holding a drawing for a $25 door prize to a local business of the winner's choice.
Register for the Virtual General Meeting (via Zoom) by clicking on this link. (Feel free to share this message with colleagues/co-workers.) After registering, you will receive a confirmation email containing information about joining the meeting and the ability to add the meeting to your calendar.
We look forward to having you join us in this virtual environment!
--Your CIRPP Officers and Board Members