1165 E. San Antonio Drive, Suite G, Long Beach, CA 90807

info@karencodman.com

Schedule An Appointment

2021 Proactive Tax Planning

* (Webinar record date 03/22/2021)

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!

Get Access to Exclusive Content

This page is only available to members of our community. Join us today and get full access.

First Name

Last Name

Email

Address

Thank you! Oops!

Contact

Office: 562-728-5800

Mobile: 562-728-5800

Fax: 562-728-5858

1165 E. San Antonio Drive

Suite G

Long Beach, CA 90807

info@karencodman.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Certain insurance products are offered by Karen Codman, CA insurance license 0B90642, as a licensed agent independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the state(s) of CA, CO, HI, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced.