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
Tuesday, November 1, 2016 8:00 AM - 10:00 AM
Loyola University Timonium Campus2034 Greenspring DriveTimonium, Maryland 21093
Cvent Online Event Registration Software | Copyright © 2000-2017 Cvent, Inc. All rights reserved.