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August 26, 2022
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Please Join Carol Schmidlin as She Presents Live Complimentary Workshop:

Your Tax Management Journey - Part 1

Registration link below.

Tax Management Today - Not all money is taxed the same. Most people procrastinate against tax planning or tax management until a deadline, which for most is April 15th. It is a use it or lose it. If you owe, maybe you don't realize what's caused you to owe. How the tax code is written is that if you don't engage in proper planning opportunities or strategies within that calendar year, you're pretty much out of luck. We will be going through core steps to effective tax management and how your future position can be impacted by taxes today. Our goal is for you to be informed about your plan.

Date: 9/7/22

Time: 5:00 - 6:00 pm EST

Click HERE to register

Registration is now open for Your Tax Management Journey - Part Two

Date: 9/20/22

Time: 12:00 - 1:00 pm EST

Click HERE to register

In addition to virtual workshops, we are again ready to present live workshops at your agency location. Please contact for more information 


Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.  Advisory Services offered through J.W. Cole Advisors (JWCA). Franklin Planning and JWC/JWCA are unaffiliated entities. Securities are not FDIC insured or guaranteed and may lose value.  Investments are not guaranteed, and you can lose money.   This presentation is for educational purposes only and is not an offer to buy or sell an investment. Neither Franklin Planning nor JWC/JWCA are tax or legal advisors, and this information should not be considered tax or legal advice.  Consult with a tax and/or legal advisor for such issues.