December's Educational Events

Coffee & Conversation - Wednesday, December 10th at 9:30 AM
Lunch & Learn - Wednesday, December 10th at 11:30 AM - SESSION FULL WAITLIST ONLY
Wine & Wisdom - Wednesday, December 10th at 4:30 PM
 
Topic: Tax Season Kickoff & Market Update
 
How to prepare for a successful 2025 tax season
Key differences this year to be mindful of
Changes going into 2026 for tax planning
Brief updates on Markets and Economy - What happens next?