Retirement, Death, & Taxes

Retirement, Death, and Taxes

Free Event November 30 or December 17

9:00 am – 12:00 pm


Join Jessie Herman, Advisor, MBA and Sandy DeFoe, CPA, IRS Enrolled Agent as they guide you through the 2018 tax law changes and end-of-year tax strategies!

Sandy DeFoe will share important aspects of the 2018 tax law that impact you the most, while Jessie Herman will discuss strategies to construct a plan for retirement and your estate that allows the greatest tax benefits.

This Educational Seminar geared toward small businesses and the self employed. How new tax laws affect you. What you need to do now before 12/31/18. Learn about Base 105, HSA, and other ways to save tax money now and in the future with proper balanced portfolios in all phases of your life. How much does it cost to be put in the ground or cremated? Final Expenses vs. Life Insurance. New options for Long Term Care.

Two dates available: November 30th or December 17th.