Hitting Your Financial North Star: Tax & Wealth Planning for Leaders
Hitting Your Financial North Star: Tax & Wealth Planning for Leaders As tax season wraps up, now’s the time to zoom out and focus on the bigger picture—your long-term financial future. Join us on April 15th at 11 AM CST for a powerful new session:
"Hitting Your Financial North Star: Tax Strategies & Wealth Planning for Leaders" In this exclusive webinar, guest speaker from Kuttin Wealth teams up with Cultivate Advisors to share actionable insights on navigating personal and professional finances with clarity. Whether you're a business owner, team leader, or key decision-maker, this session is designed to help you stay aligned with your long-term goals. What You’ll Learn: Strategies to close out tax season with confidence How to identify and address your personal wealth gap The role your organization plays in your long-term financial vision Planning for succession, exit strategies, and retirement Financial habits that keep you on course toward your “North Star” Bonus: Attendees will receive access to financial planning templates, checklists, and exclusive tools to support their wealth-building journey. |
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