2018 Tax Update 

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YEAR END FINANCIAL PLANNING STRATEGIES 

Join us as we learn from finance and tax experts, Jodi Vawdrey and James Yostrum, on what you need to know to maximize your tax benefits and plan, smartly, for your future.

Here are just a few things you can expect to walk away with:

1. Accurate information on the often misunderstood 20% “pass-through” deduction and how you can benefit from this new tax act.
2. Maximize your year-end deductions and get the most out of your return.
3. Learn how you can use your retirement savings to reduce your tax liability.

Be sure to bring your finance and tax questions for the open Q&A portion.

Lunch will be provided!