Click here to watch our 2023 Year-End Planning Webinar replay. What are your most important financial decisions for now and next year? Melissa Joy, CFP® and Alexa Kane, CFP®, update you with important tax and financial updates in this informative virtual event.
The presentation topics include:
· Investment & Market Review
· Retirement Savings & Roth Conversions
· Tax Review
Need to chat now about your accounts or financial plan? Contact us here: https://pearlplan.com/contact/
While we are familiar with the tax provisions of the issues that will be presented, Pearl Planning is 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, a DBA of Stephens Consulting LLC., an SEC registered investment advisor.