Light refreshments, coffee and mingling will be available in the lobby starting at 10.

The event will be in the Computer Room where no food or drink is permitted.

Please be sure to include accurate contact information for any updates and confirmations.

You will not receive any marketing emails or communications that do not pertain to this event.

Topics covered will be: 

Social Security analysis
Topping Off Your Tax Bracket (+ MFJ v Single)
Serial Conversions – IRA to Roth IRA
QCDs - Tax Efficient Charitable Giving