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Tax Planning Strategies


Course Information

Participants who attend this course will be better able to understand tax reduction strategies available to them based on recent changes to the federal tax law. Attendees will participate in an advanced discussion of the tax implications affecting retirement, investments, having a personal business outside of regular employment, and charitable giving. 

Location: 455 County Center, Room 101 – Redwood City

Instructor Bio:

Keith Dorney, CFP® has been an instructor with Financial Knowledge since the year 2000. Conducting personal finance seminars is a natural extension of his previous career helping NFL players with financial planning. His years of experience and engaging smile make his classes truly enjoyable.