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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
Tuesday, October 24, 12:00 PM - 4:30 PM
We will discuss several strategies to consider for the 2023 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.
