IN-PERSON EVENT

Financial Planning In A Changing Tax World

Thursday, May 25, 2023 · 3:30 p.m. ·  1 hour 30 minutes

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**This event is for individuals not currently partnered with Annex Wealth Management. If you're an Annex Wealth Client, it's likely you've already received the updates and information contained in this presentation. If you're interested in events like this created just for clients, visit the Annex Wealth Management Client Center to view upcoming client events.**

How do you meet your goals in a changing tax world? 


It’s tough to strategize when the rules keep changing. Are you certain you can meet your financial goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, and pending changes in the tax code all highlight how critical tax planning is to a financial plan. We’ll review the current tax landscape and address strategies that might help you meet your goals for retirement and your tax plan. 


Additional Event Details

Date: Thursday, May 25th, 2023

Time: 3:30 PM - 5:00 PM CT

Location: Elm Grove Headquarters - 12700 W Bluemound Road, Suite 200 Elm Grove, WI 53122


Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Director of Client Learning & Development

Eric Strom, CFP®, EA

Financial Planning Manager

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Webinar: Financial Planning In A Changing Tax World by Annex Wealth Management