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Event

Year End Financial Checklist

Maximize your tax savings and wealth building potential!

 

Year-end planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income strategies you might consider regarding your financial assets. If you wait too long to formulate your year-end tax planning, you may end up missing out on deadlines and strategies available to you. We want to help you get there!

At this event, you will learn the 5 End of Year Tasks for Retirees:

  1. Goal Projections
  2. Tax Planning
  3. Risk Analysis
  4. Budgeting Projections
  5. Investment Analysis

Don’t miss out on this once-a-year opportunity! Register today!

Location

Southeast Michigan

15th Street Tavern – Clarkston, MI

10081 S Ortonville Rd
Clarkston, MI 48348 United States

Date

December 3, 2024

Time

6:00 PM