Save the Date: Registration Required

Tuesday, November 10th
12:00 noon – 1:00 pm

Year End Tax Planning Webinar

You Will Learn…

• Tax proposals for 2021 and how the S.E.C.U.R.E Act will dramatically affect the way your retirements accounts will be taxed at your death

• Year-end tax planning opportunities to take advantage of by 12/31/2020

• How to create tax-free income in retirement

• Advanced planning strategies for large IRAs and 401ks

Thursday, December 10th
6:00 pm – 7:30 pm

State of the Markets with Mike Sorrentino & Scott Dougan

Please join us for a comprehensive review of market activity in 2020, and a look ahead into 2021. As always, your friends and family are welcome to join the webinar.