As the end of the year approaches, this is the perfect time to assess planning opportunities that may be beneficial to you. Join us as we recap 2022 and share our thoughts on what may lie ahead in 2023 for the economy and markets. Join our professionals and get your notebook ready to take notes!
Discussion will include:
• Financial Planning Strategies from 2022 and ideas for 2023
• Tax Planning & Considerations for this year and next
• 2023 Tax Brackets and Contribution Limits
• Portfolio Moves from 2022 and Considerations for 2023
• Discussion on the Fed and Interest rates from this year and into next
1:00pm - 1:45pm ET
To join us, please register: https://register.gotowebinar.com/register/1158304040994209295
Tuesday Dec 6, 2022
1:00 PM - 1:45 PM EST
Tuesday, December 6, 2022
1:00pm - 1:45pm ET
Printed courtesy of www.westervillechamber.com/ – Contact the Westerville Area Chamber for more information.
99 Commerce Park Drive, Suite A, Westerville, OH 43082 – (614) 882-8917 – jdavis@westervillechamber.com