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 […]
Let’s Get Digital
A brief synopsis of our Spring Lunch and Learn exploring the latest digital tools available for clients which allow for sharing documents, checking account values, linking accounts and more…