With tax season upon us, you won't want to miss this educational discussion outlining some of the most important provisions of the tax law that may affect you.
The discussion will be led by a panel of retirement experts who will address new tax law changes, financial, legal, housing and other considerations critical to retirement security and reducing longevity risks. Expert panelists will include Paul Dion, CPA, a Certified Tax Coach; Doug Beck, Tailwind Wealth Management; Attorney John O'Connor, O'Connor & O'Connor, LLC; Attorney Patrick Kelleher, Patrick J. Kelleher & Associates, PC; Chris Downey, Harbor Mortgage Solutions, a Housing Wealth Advicate; and moderator George Downey, Seniors First founder,providing seniors with trusted advice and resources.
Lunch will be served.
(This event is being offered three times - choose from 1/22 12:00-1:30pm, 1/22 5:00-6:30pm, OR 1/23 12:00-1:30pm.)