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BROOKFIELD | Financial Planning In A Changing Tax World | 1/23/24
January 23 @ 6:00 pm - 7:30 pm
Join us at our new Brookfield location for this in-person event.
Address: 17950 W. Corporate Dr, Brookfield, WI 53045
How do you meet your goals in a changing tax world?
SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.
