Events

Upcoming Events

Smart Tax Retirement

December 9th, 2020
6:00PM
Virtual via Zoom

Join your advisors during this LIVE and interactive discussion as they share some traditional tax planning strategies and discuss key changes from the 2017 tax cuts. How have things changed with the SECURE Act and why is NOW a great window of opportunity for a ROTH IRA conversion? We look forward to connecting with you!


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