financial education

2019 Financial Education Seminar

We had a wonderful time yesterday, welcoming a group of over 60 people to join us for our seminar, “Providing Financial Wisdom Leadership and Planning in Tumultuous Times.” 99% of those who RSVPed attended, which made for lively conversation and questions throughout. David Cahoone, PA covered tax law changes, opportunities within charitable gifting and updates to consider moving forward. Larry reviewed…