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Tax Attorney and Wealth Strategist Rebecca Walser will deliver a keynote during a complimentary dinner event hosted by Walser Wealth Management, for attendees of the Optometry’s Meeting conference at The Westin Boston Waterfront hotel on July 1, 2016, at 7:30 p.m. in the Harbor Ballroom 1.Designed as an informative dinner, attendees will learn how most medical professionals are overpaying on their taxes due to their current tax strategy, and actions they can take to correct this. Other topics include: Why Market Risk is Worse Than You Think and How You Can Mitigate Your Exposure; Why You’re Likely Losing The Tax Game and How to Stop Overpaying The IRS by Up to 50%; and How to Leverage The Same Financial Strategies Previously Reserved For America’s Most Affluent. "Medical professionals are among the highest that I see consistently overpaying in taxes, and it doesn't have to be that way. The challenge is most doctors have never taken the opportunity to review their tax strategy with a qualified tax attorney to get absolute confirmation that they're taking full advantage of the tax code. Most of them feel their CPA should know the tax code but with over 400 different tax strategies, it's rare," exclaimed Walser.
The dinner menu includes choices of four different entrees, including steak, fish, chicken, and vegan selections, with dessert. Attendees will also receive a copy of Walser’s Special Report, 401K - America’s Coming Retirement Disaster, along with door prizes and other gifts. Seating is limited. Attendees are encouraged to register early through the Eventbrite link on the Walser Wealth Management website, or by calling 866-929-3258.
Optometry’s Meeting is the official annual meeting of the AOA and AOSA. This year’s conference will be held in Boston, Massachusetts, June 29, 2016 through July 3, 2016, at the Boston Convention & Exhibition Center (BCEC).
Rebecca Walser, JD, LLM, CFP® is a seasoned wealth management advisor specializing in strategic tax and financial planning for high net worth individuals and families. As a television host, Rebecca is the featured expert on Daytime’s financial segment, Smart Money Mondays. She is also the author of the forthcoming book, Pressure Test Your Financial Future Before It’s Too Late, and the host of the popular radio talk show, Wealth Strategies, heard nationwide on iHeart Radio from 2 PM to 3 PM ET, Monday through Friday, on AM 1250 WHNZ Tampa.
Walser has been featured in Bloomberg Business, Yahoo Finance, The Boston Globe, ABC News, NBC News, CBS News, FOX News, The CW, The Miami Herald, and other media outlets.
Contact Info:
Name: Rebecca Walser
Email: Send Email
Organization: Walser Wealth Management
Address: 777 South Harbour Island Boulevard, Suite 350, Tampa, FL 33602
Phone: (866) 929-3258
Website: http://WalserWealth.com/
Release ID: 121124
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