Tax & Financial Strategies under the New Tax Law - What you need to Know!
Brian M. Jones, CPA, PFS, CFP, CLU, CLTC and Lisa D. Lettieri, MBA, CFP, CLTC from The Jones Financial Group of Northwestern Mutual Wealth Mgmt. in Southbury will discuss how the new tax law impacts everything from retirement savings, college savings, estate & trust planning to charitable giving. They'll talk about what's in the new law and some things you should consider. Light refreshments will be served.
Sponsored by the UCC, Southbury Board of Stewardship
RSVP: MaryJane.Erickson@nm.com or call 203-264-8881.