Learn how the Tax Secure Act will impact your retirement plan. Learn new tax tips and receive reminders on key items that may help you reduce your liabilities and pursue your financial goals. To help you prepare for the year ahead, you are invited to join us for our live presentation event focused on Tax Strategies for 2020.

Note: If you have investable assets of $500,000 or more, please join us for this seminar. Refreshments will be served.