Welcome to 2020!
As always, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals!
This workshop will review valuable information including:
- Timely and practical planning strategies for 2020
- How low interest rate environment can affect investors
- Trade wars and the overall health of the global economy
- Proactive tax planning tips for 2020
- How the new SECURE ACT changes retirement planning
Date and Time
Thu, Mar 19, 2020
6:30p - 9:00p EST
880 Holcomb Bridge Rd
Roswell , GA 30076