Bragging Rights are on the Line

Our June 2023 Financial Education Event features 3 of our Financial Planning teammates going head-to-head in an intense trivia showdown.

The game's categories include many recent tax law changes affecting all of us:

• Tax Cuts and Jobs Act of 2017
• SECURE Act 1.0
• SECURE Act 2.0
• Inflation Reduction Act of 2022

Each contestant carries extensive knowledge of these subjects. The game will feature one round of traditional Jeopardy and a Final Jeopardy question.

A special guest host will keep the contestants in line as they jostle for the lead. Only bragging rights are on the line, but that should be motivation enough for these competitors.

This Presentation is part of our FREE Education Series. View more >

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This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.