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HQ | Financial Planning in A Changing Tax World | 12/4/2024
December 4, 2024 @ 6:00 pm - 7:30 pm
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.
