Advanced Tax Planning: Little Known Strategies to Help Reduce Income Taxes
Join CJM Wealth Management for light fare and cocktails at our seminar, "Advanced Tax Planning: Little Known Strategies to Help Reduce Income and Capital Gains Taxes."

Wednesday, October 23, 2019 at 6:30 p.m.
Jewel Restaurant located at 400 Broadhollow Road in Melville, N.Y.


The event will be hosted by our CEO and Founder, Charles Massimo, with three Special Guest Speakers:
- Ralph Nelson, CPA, Founder of Heritage Family Offices
- Michael Frost, Partner at Heritage Family Offices
- Chris Sargent, Managing Director at Liquid Capital Partners

Kindly RSVP below by Friday, October 18, 2019.

Contact Director of Marketing, Kelley Muhsemann, at 631.777.1030 or at with any questions. For information about CJM Wealth Management, visit

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