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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 23, 2024

10:00a - 11:00a

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Financial Planning: 2024 Tax Strategies

Join us for an exclusive event focused on tax planning, tailored to equip you with the knowledge and strategies needed to optimize your financial future. Led by Beverly Whitman, a CERTIFIED FINANCIAL PLANNER™ Practitioner & CPA with over two decades of experience, this event promises a review of the tax strategies utilized in 2023, as well as any potential ramifications of regulatory changes on the tax landscape for 2024, providing invaluable insights on navigating these changes with confidence. 

Event Registration