Tax Strategies to Grow Your Wealth

Exclusive Expert-Led Workshop

It’s tax season – this year, use it to your advantage! Before you start worrying about taxes, remember this season is an opportunity for long-term financial growth.

Tax planning can help minimize your tax liabilities. Take full advantage of the tax strategies available to you before April 18th rolls around! 

Not sure where to start? Don’t miss our workshop for high-earners, featuring Zoe Vetted Advisor Nancy Fehrenbach, CFA, CFP®. Get a recording now!

Request your recording:

Tax Strategies to Grow Your Wealth

Exclusive Expert-Led Workshop

It’s tax season – this year, use it to your advantage! Before you start worrying about taxes, remember this season is an opportunity for long-term financial growth.

Tax planning can help minimize your tax liabilities. Take full advantage of the tax strategies available to you before April 18th rolls around! 

Not sure where to start? Don’t miss our workshop for high-earners, featuring Zoe Vetted Advisor Nancy Fehrenbach, CFA, CFP®. Get a recording now!

Request your recording:

Speaker

tax strategies

Nancy Fehrenbach, CFA, CFP® - Zoe Vetted Advisor

Nancy Fehrenbach joined Moller Financial Services in 2021 as a financial planner. Originally starting her career as an investment analyst and portfolio manager for institutional pension and insurance funds, Nancy wanted to directly impact families’ and individuals’ futures.  She refocused by earning her CERTIFIED FINANCIAL PLANNER® designation and has provided financial planning services to individuals and families for four years prior to joining Moller Financial.

She earned a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and has held the Chartered Financial Analyst® designation since 1993. Nancy has supported education through a variety of volunteer positions, including president of the local Winnetka school board.

About The Workshop

  • Take advantage of tax planning opportunities.
  • Implement long-term tax strategies to grow your wealth.
  • Don’t let stress take over. Get guidance from experts and maximize your earnings this tax season with peace of mind.
  • Explore the tax strategies around retirement saving, gifting and giving, and timing to make tax filing work in your favor.
  • Retirees
  • Individuals soon to retire
  • Business owners
  • Executives
  • Investors
  • Individuals looking for a financial advisor
  • Retirement Savings
  • Gifting and Giving
  • Tax-Loss Harvesting
  • Gifting Earlier in the Year

About Zoe

Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.

About Zoe

Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.

* Best Online Financial Advisor is a rating given by NerdWallet for the calendar years ’22 and ’23, based on several criteria to compare companies that provide financial planning services online or connect users with a financial advisor. Most Innovative Companies is a rating given by Fast Company for the calendar year ’22, recognizing the organizations that are transforming industries and shaping society. Find more information on FastCompany Awards, Nerdwallet Awards, and additional disclosures here.

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