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Third Thursday at Three

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  • April 2026

  • Thu 16

    Repositioning Wealth: Tax-Efficient Strategies for Modern Retirement Planning

    April 16 @ 3:00 pm - 4:00 pm
    Virtual Event

    In this LIVE workshop, join E4IS’s Greg Spaeth, Bill Anderson, and Nate Weathers to explore a practical, real-world framework for helping clients reposition assets more tax-efficiently in an unpredictable tax environment. See how to align assets across taxable, tax-deferred, and tax-free strategies in a way clients can easily understand. Experience the “cylinders of money” concept in action […]

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