As the year is about to end, now is an excellent time to review your current tax planning strategies to ensure they’re still meeting intended goals. It’s also a good time to take advantage of last-minute financial planning opportunities that could save you money now and in the coming year.
Director of Tax Services Richard Morris, Financial Consulting Manager Jordan Egert and Senior Investment Advisor Alex Seleznev for a 2019 year-end tax and financial planning seminar, including an overview of the 2019 market. Participation is
and a light breakfast will be provided.