Tax Cutting Strategies | Virtual Power Hour July 22
Learn how to cut your taxes by using strategies that can potentially lead to hundreds of thousands of dollars saved over the course of your retirement.
- Control your taxable income
- Offset capital gains tax
- Generate tax-free retirement income
- Create a tax-efficient retirement withdrawal strategy
- Learn where to locate your investments for higher after-tax returns
Hourly Schedule
Thursday, July 22
- 12 - 12:45 pm
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Speakers:
Michael Canzone, CFP®
Michael Canzone, CFP®
Wealth Advisor
Michael Canzone is a Wealth Manager for Canter Wealth. With over 18 years of experience, Michael brings extensive knowledge to providing customized financial planning for families, corporations, and charitable organizations.
Michael began his investment career with Prudential Securities in 1999. In 2005, he joined Fidelity Investments and became Vice President of their Private Client Group through 2011. At that time, Michael transitioned to building his own successful financial planning franchise through Ameriprise Financial. In 2018 Michael joined Canter Wealth.
Michael prides himself on building lasting relationships with clients where he can provide quality, long-term advice and a space for open communication.
He graduated from San Diego State University in 1997 earning BS degree in Political Science. In May 2003, Michael obtained his CERTIFIED FINANCIAL PLANNER™ certification.
When away from the office, Michael enjoys reading, surfing, and spending time with his family.