On Demand Webinar:Tax Minimization Strategies with Multiple Income Streams

Do you ever wonder if you could pay less taxes? Listen as Director of Financial Planning and Advice, Daniel Lee, discusses tax minimization strategies with multiple income streams.

Your Host:

Daniel Lee, CFA, CFP®,
Director of Financial Planning and Advice 

Daniel Lee is a director with BrightPlan and specializes in helping busy professionals optimize complex retirement and equity compensation plans.