Join us for “Year-End Tax Planning Ideas,” an informative discussion led by Ray Brooks covering new and recently changed tax laws and how these updates may impact taxes and investment planning. Attendees will gain timely insights and considerations to keep in mind as they prepare for year-end.
Following the presentation, we’ll continue the discussion over lunch, providing an opportunity to exchange ideas, ask questions, and network with fellow finance professionals.
Please note: This event is open to Members only. Attendees who choose to join us for lunch are responsible for selecting and purchasing their own meal from the restaurant’s menu.
Seating is limited, so we encourage you to register early to reserve your spot.