19
March
Welcome to 2020!
Description
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
Location
Brookwood Grill
880 Holcomb Bridge Rd
Roswell ,
GA
30076