In Person Event | Annex Wealth Management

Financial Planning In A Changing Tax World

Tuesday, April 9, 2024 · 6:00 p.m. · 1 hour 30 minutes

Annex Wealth Management, Brookfield Location:

17950 W. Corporate Drive Suite 300

Brookfield WI 53045

Third Floor: Café

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.

Deanne Phillips, CFP®, CDFA®, ABFP℠

Eric Strom, CFP®, EA

In Person | Brookfield | Financial Planning In A Changing Tax World

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