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Event Date 15 Nov

2012 Year-End Tax Planning Seminar

Year-end tax planning is an important part of the normal planning process for Herbein Wealth Management and Herbein + Company clients.

2012, however, is a different year.  Given the current tax legislations environment, investors need to focus on proactive planning, not just tax planning, but also investment planning. Hopefully, the upcoming election will provide clarity to the potential new yearend tax legislation.

If you are interested in learning how you may be affected by the 2013 tax changes, please join William Morgan of Herbein Wealth Management, LLC and Ken Seidel of Herbein + Company, Inc. on Thursday, November 15, 2012 for a seminar on year-end tax planning.

November 15, 2012
Herbein Wealth Management, LLC

For additional information and to sign up online please visit:

Download the pdf invitation by clicking the image below:

Year-End Tax Planning Seminar Invitation