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.