What are your most important financial decisions for now and next year? Melissa Joy, CFP®, Founder of Pearl Planning, Alexa Kane, CFP®, Melissa Fradenburg, and Hannah Near, CFP®, will update you with important tax and financial updates in this informative virtual event. The presentation topics include: What to Review, Retirement Contributions, Open Enrollment, Estate Planning, Charitable Gift Decisions, Potential Tax Changes, Inflation, Infrastructure & I-Bonds.
While we are familiar with the tax provisions of the issues that will be presented, as Financial Advisors Pearl Planning, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Investment advisory services offered through Pearl Planning.