Our final “Lunch and Learn” for 2023 has been planned and you are invited to join us!

This event is for select clients only and our discussion 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

Doors open at 11:30am for lunch, the program will begin at 12:00pm.

Sorry, we're completly full!  Don't worry, we will send a post-event recap.