Where
120 Wells Ave, Newton, MA 02459Learn how to save money under the new tax law--Sign up today for our free seminar!
This is the biggest tax law change in over 30 years!. How will it affect you? Learn how to cut taxes under the new rules. What about capital gains taxes? How will it affect your retirement, the Kiddie Tax, 529s, estate & gift tax, and alimony? Will you get a refund next April? We’ll help you answer these questions and more at our free seminar. Each attendee will also receive a free copy of the book "Where will you be five years from today?" This inspirational book has helped many of our clients put their dreams into action.
More Information
Space is limited to first 15 registrants.
Call Emilie at 617-630-4978 to sign up or to schedule a 30-minute call with Lyman or Rick.
Who should attend?
- Anyone with income above $150,000
- Anyone who expects a significant change in income between 2017 and 2018
- Families saving for college or private school
- Taxpayers with multiple properties and different sources of income
About the presenters: Lyman H. Jackson, CFP®, AIF®, MBA specializes in working with busy professional families. Rick Fingerman, CFP®, CDFA® specializes in working with women in transition and families paying for college. They each have over 25 years’ experience in financial services.
Financial Planning Solutions, LLC is a fee-based registered investment advisor.