We are thrilled to kick off this year with an invaluable opportunity for you and a guest to join us at our first educational luncheon of the year.  Please mark your calendars for Friday, February 16th from 12:00 PM to 1:15 PM, at the Pacific Club.

This luncheon will focus on the latest tax updates and changes for 2024, providing valuable insights to help you navigate the fiscal year with confidence.  Some of the topics include:

• Tax changes and updates for 2024
• An explanation of the windows penalty
• Maximizing charitable deductions
• An overview of our tax planning services

In addition to the tax discussion, we will have a guest speaker from Beacon Capital, who will delve into current economic trends and market volatility.  Some of the topics he will cover are:

• What can we expect from the economy this year?
• Investing in an election year
• Managing market volatility

We encourage you to bring a friend or colleague who might also benefit from this session. 

To ensure we can accommodate everyone comfortably, please RSVP by February 11th.  Your timely response will help us make the necessary arrangements for a successful event.

Details:

Date: Friday, February 16th, 2024

Time: 12:00 PM - 1:15 PM

Location: The Pacific Club

Address: 1451 Queen Emma St, Honolulu, HI 96813

We look forward to your presence and the opportunity to connect with you.  Should you have any questions or need further information, please feel free to reach out.

Warm regards,

Summit Financial Advisors