Tax Planning Lunch & Learn on 2/29/24

The first Lunch and Learn of the year was a success! Thank you to all our clients who came out and our guest speaker, Dana Vagnoni.

We enjoyed getting to share tax tips with you and hear what you have been up to. Mark your calendars and save the date for our next Lunch & Learn on June 4th, where we’ll discuss how the upcoming election could affect your current financial and retirement plan.  

As always, if you have any topics you would like to hear about, have friends or family that need help with their planning or if we can be of assistance, please do not hesitate to call our office, we’re here to serve and happy to help.

Blackborow_Petrie Packing
Blackborow_Petrie Packing
Blackborow_Petrie Packing