Strategic Cash Flow & Tax Planning

Special Online Edition:

Learn retirement savings strategies and discover effective ways to potentially help you save thousands in taxes during this one-hour virtual class.

What You’ll Learn:

  • › Tactical cash flow management 
  • › Strategies to help reduce taxes before new tax laws expire
  • › How to calculate the amount of money needed for retirement
  • › Tax-efficient retirement plan distribution options
  • › Roth IRA strategies and saving options

Hourly Schedule

Thursday, December 8

12 - 1 pm PT
Improving Cash Flow Through Tax Planning Virtual Session
Jim Mellon, CFP®
Jim Mellon, CFP®
Jim Mellon, CFP®
Wealth Advisor
Jim is a Wealth Advisor for Canter Wealth and acts as a fiduciary focused on helping clients accomplish their financial goals. Prior to joining Canter, Jim worked at three leading financial service firms and advised a wide range of clients including high net worth families and public employees in the Boston school districts. During his time with these firms, Jim became increasingly frustrated by the proprietary solutions and lack of customization at his prior firms. These collective experiences give Jim a unique perspective to help Canter clients going forward. Jim graduated from Suffolk University with a Bachelor of Business Administration in Finance. In his free time, he enjoys travel and now lives in San Diego.


Dec 08, 2022


12:00 pm - 1:00 pm

Local Time

  • Timezone: America/New_York
  • Date: Dec 08, 2022
  • Time: 3:00 pm - 4:00 pm