"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.
COST: No charge! Must be a PEPC Member to attend.
No continuing education credits will be offered for this program.
Philadelphia Estate Planning Council
P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215
Fax: (856) 727-9504