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We strive to provide you with financial guidance that will help you move toward your life goals. We hope you’ll join us!
“Zoom-In” with The Todd Group: Year-End Tax Planning Strategies
Wednesday, October 23, 12:30 PM - 4:00 PM
Join us for a Zoom webinar!
We will discuss several strategies to consider
for the 2024 tax year-end related to:
- Investment Account Review
- Retirement Plan Considerations
- Gifts to Individuals and Charities
- Tax Payments
To RSVP, please register for either Zoom time below:
Register for 12:00 noon | Register for 4:30 p.m.
