LIVE EVENT

Financial Planning in A Changing Tax World

Monday, February 10, 2025 · 6:00 p.m. · 1 hour 30 minutes

Annex Wealth Management | Brookfield

17950 W Corporate Dr. Suite 300

Brookfield WI, 53045

Third Floor, Café

Doors Open at 5:30 p.m.

How do you meet your goals in a changing tax world? SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.

Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠

Eric Strom, CFP®, EA

Financial Planning in A Changing Tax World

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