LIVE WEBINAR

Tax Updates & Planning Considerations for 2023

Thursday, February 16, 2023

12:00 PM ET

Register now

Webinar Overview

Every new year brings about changes to certain tax laws, savings limits, Social Security benefits, and more. A newly passed bill, piggybacking off the SECURE Act – making additional changes to key retirement plan rules – has left many with questions.

Please join us for our upcoming webinar where our planning experts will highlight noteworthy tax changes, discuss last minute opportunities for the 2022 tax season, and outline important planning ideas for 2023 (and beyond) to help you and your family plan for a successful year.

Unable to attend?

You can still register and we'll send you the recording once it's available.

Key topics we'll address

blue-checkmark SECURE Act 2.0 updates
blue-checkmark Tax strategies for the 2022 tax season
blue-checkmark 2023 planning opportunities

Speakers

christina-poles-headshot

Christina Poles

Tax Consultant

dana-vosburgh-headshot-circle-2

Dana Vosburgh, CFP

Managing Director of Advisory Services

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Financial planning can be overwhelming. We can help. Take the first step by requesting a complimentary consultation with a member of our team. We'll discuss your goals, strategies to reach them, and develop a financial plan that's just right for you.

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