Events
Upcoming Events
February 6, 2020
6:30p - 8:00p
Perkiomen Valley High School, Room #134
Tax Strategies Workshop
Topics will include: • How the Tax Cut Expiration will impact you • Capital Gains treatment • Qualified Plan contribution changes • Strategies to lower taxes on investment accounts • Gifting Strategies • Estate planning techniques
February 27, 2020
6:00p - 9:00p
Gatsby’s at the Sunnybrook Ballroom
State of the Markets 2020
Please join us for a comprehensive review of market activity in 2019, and a look ahead at 2020. As always, your friends and family are welcome to attend.