The beginning of the year is the perfect time to review your finances.  Join Strategic Wealth Partners Wealth Advisors Ben Bremen and Michael Tuber as they discuss strategies to consider for beginning of the year planning.  From current-year tax reduction strategies like charitable contributions and Donor Advised Funds to longer-term concepts like Roth conversions and trust creation, Ben and Mike will review multiple concepts that can be used to lower the tax burden and maximize what you keep.

Michael Tuber: By leading with education and understanding, Michael Tuber helps clients take control of their financial lives and achieve their wealth management objectives.  As a Wealth Advisor with over 12 years of experience, Mike works with corporate executives, business owners, and wealthy families, providing holistic financial guidance to help them reach their financial goals.  Mike’s client-first philosophy means he has an in-depth understanding of his clients’ financial lives, which enables him to find the ideal solutions for their needs and objectives.

Ben Bremen: What drives Ben Bremen, CPA, CFP® as a Wealth Advisor is the opportunity to make a real difference in people’s lives. Ben is passionate about helping clients reach their financial goals, whether saving for retirement, paying for their children’s education, or building wealth for the future. With over 11 years of experience in the financial services industry, Ben helps retirees, professionals, and corporate executives navigate the complexities of managing their wealth and preparing for their financial futures.