3rd Friday Sunrise ~ Year End Financial Planning: Things to Know & Opportunities to Embrace

Description

Year End Financial Planning: Things to Know & Opportunities to Embrace

Featured speaker Daniel Elo of Edward Jones will share practical strategies to help you close out the year with confidence and prepare for what’s ahead. Learn why self-assessment is an important part of long-term financial planning, what to consider when estimating year-end taxes and when to seek guidance from a tax professional, and strategies for accelerating savings to maximize their impact.

Bring your business cards and your 60-second commercial! This is a great morning event to network and build relationships. A hot breakfast will be served.