CLIENT CONNECT
Educational Event
Wednesday, Nov. 8
2:00 p.m. (Doors open at 1:45 p.m.)
Sheffield Village Corporate Office
Our event will include the following topics:
- Market and Economic Update/Outlook
- Year-End Planning: Medicare (Open Enrollment) and Taxes
- Legacy Planning: Leaving more money to your loved ones with less tax owed
Seating is limited, please secure your spot now.
Deadline to register is Friday, Nov. 3.
If you can't make it, we will send a recap via email after the event concludes.
