November Member Meeting


 


Summary


Year End Tax Planning

 

What do you need to know to advise your clients? This presentation will cover tax topics for accumulators, those near retirement and retirees.  Get answers to your tax planning questions.

 

Our presenter is Tom Webbert, CFP, with Webbert Financial Planning.

 

Thank you to the NexGen Committee for planning this meeting.


Hosted by our NexGen Committee

Details

  • When

  • Tuesday, November 1, 2016
    8:00 AM - 10:00 AM

  • Where

  • Loyola University Timonium Campus
    2034 Greenspring Drive
    Timonium, Maryland 21093

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