30
Sept
Make Your Money Work Smarter - Especially At Tax Time
Description
ROTH CONVERSIONS • COST SEGREGATION • TAX STRATEGIES
Join Riley Moring of Momentum Wealth Advisors and Jared Smith of J Smith & Company for a Lunch & Learn exploring strategies that could impact your taxes, retirement income, and overall financial plan.
Date and Time
Wed, Sep 30, 2026
11:30a - 3:00p PST
Location
Kalispel Golf & Country Club
2010 W Waikiki Road
Spokane ,
WA
99218
Sponsored by AssetMark. Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. J Smith & Company and AssetMark are not affiliated Osaic Wealth, Inc. 707 W Main Avenue, Suite B1 #29, Spokane, WA 99201, www.wealthwithmomentum.com