Lunch and Learn – Tax Planning Strategies & Opportunities

Change usually serves up opportunities.

Please join us for a timely and most interesting hour.

We are excited to welcome Stan R. Smiley, ESQ, and Julie Hendrickson, ESQ from the Advanced Planning Group at Cetera Financial Group. As accomplished and highly credentialed professionals in their field, Julie & Stan will review with us the latest pending tax proposals of President Biden’s Build Back Better legislation, including potential planning strategies and opportunities for this year and next, such as Roth conversions, income acceleration, and much more…