Morgan J Webb is managing partner of Estrada Webb & Associates and has been providing comprehensive financial planning and implementation to families and business owners for the past 17 years.
As a Financial Advisor and Retirement Specialist, she has successfully helped her clients navigate through some of life’s most important milestones. With her clients’ best interests as her highest priority, Morgan continues to be intentional with her clients developing a plan that is customized to their personal goals & objectives and helping to bring purpose to their wealth.
Morgan is a Certified Financial Planner®, Certified Fund Specialist, and an Enrolled Agent with the IRS. She spent her college years at Texas Christian University and the University of North Texas
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Retirement Plan Utilization: Tax Advantages and Employee Retention
Sunday, December 8, 2024
4:00 PM - 5:00 PM East Coast USA Time