We are pleased to invite you to our upcoming 2023 Tax Symposium hosted by Summit Financial Advisors. Our symposium aims to provide our valued clients with the latest updates on changes to tax laws and Secure 2.0, tax strategies for retirement  planning, and showcase the tax planning we are providing for our clients.

At our symposium, you will have the opportunity to:

• Learn about the latest changes to tax laws and how they may impact your retirement planning.
• Discover tax strategies that can help you optimize your financial situation and minimize your tax liability.
• Get a sneak peak at the tax planning we are providing for our clients this year

Our symposium will be held on Wednesday, April 12th from 11:30 am – 1 pm at The Pacific Club over lunch.

Feel free to share this event with your close friends and relatives who could benefit from it.