WEBINAR: 2021 Year End Planning
We have 6 weeks before the end of the year. What are your most important financial decisions for now and next year? Melissa Joy, CFP®, Founder of Pearl Planning, Alexa Kane, CFP®, and Hannah Near, CFP®, will update you with important tax and financial updates in this informative virtual event.
The presentation topics include:
- Investment Review
- Retirement Savings & Roth Conversions
- Tax Review
- Charitable Gift Decisions
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.