MEQUON | Financial Planning in A Changing Tax World | 2/5/2025
February 5 @ 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.
