"2023 Year-End Planning Checklist"

With changes to the tax code and volatility in the economy, it is imperative to re-visit client goals and make sure everything is in order as we approach the end of the year.

Speakers:

• Dan Brady, Planning Capital Management
  
• Rachel Kieser, Armanino LLP
  
• Joel Luber, Reger Rizzo Darnall, LLP

COST: No charge! Must be a PEPC Member to attend. 

No continuing education credits will be offered for this program.