Strategic Income Group Events
Beyond Tax Preparation Chandler Luncheon
Event Date: August 26, 2026
Start Time: 11:30 AM
Join Strategic Income Group and Anthem Strategists for an educational event focused on year-round strategies that may help reduce taxes, preserve wealth, and strengthen your overall financial plan. The discussion will explore the difference between proactive tax planning and traditional tax preparation, managing taxable income and capital gains, coordinating investment, retirement, and tax strategies, tax-smart charitable giving, estate and legacy planning, and often-overlooked opportunities for individuals and business owners.
Beyond Tax Preparation Peoria Luncheon
Event Date: August 28, 2026
Start Time: 11:30 AM
Join Strategic Income Group and Anthem Strategists for an educational event focused on year-round strategies that may help reduce taxes, preserve wealth, and strengthen your overall financial plan. The discussion will explore the difference between proactive tax planning and traditional tax preparation, managing taxable income and capital gains, coordinating investment, retirement, and tax strategies, tax-smart charitable giving, estate and legacy planning, and often-overlooked opportunities for individuals and business owners.
