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Unlock the secrets to tax-efficient retirement planning with Scott Kleiman, AIF® during this crucial time for tax planning!

Join us as we take a deep dive into valuable tips and strategies for optimizing rollovers and maximizing your retirement savings.
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It’s tax season, so you know what that means! Get ready to optimize your returns with valuable advice from Chris Tuck, CFP®. In this series, Chris is here to guide you through what can feel like a complicated time with essential tips on maximizing your savings and minimizing stress this tax season.

Tune in and make this tax season your smoothest yet!
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Please note that SJK Wealth Management will be closed in observance of Good Friday on March 29, 2024.

Thank you for your understanding, and we wish you a peaceful and joyous holiday!
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What can you expect during a client meeting at SJK Wealth Management? Scott Kleiman, AIF®, breaks it down for you!

From insurance planning to tax strategies and charitable giving, Scott emphasizes the importance of discussing these crucial aspects to ensure a comprehensive financial plan tailored to your needs.

If you`re ready to schedule a meeting to dive into these topics and more, contact us directly to get in touch with one of our expert wealth advisors!
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