What should be on your financial and tax planning checklist before December 31st?
Join us for an informative webinar covering year-end priorities, including:
- Implications of recent tax law changes
- Important state of Michigan tax updates for retirees
- Potential planning opportunities that may be worth a closer look before year-end
The final weeks of the year can offer a valuable window for planning.
Register below to join us live.
Presented by Michael Brocavich, CFP®, MBA, and Bob Ingram, CFP®,
Michael Brocavich, CFP®, MBA is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® He has an extensive background in both personal and corporate finance.
Robert Ingram, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® With more than 15 years of industry experience, he is a trusted source for local media outlets and frequent contributor to The Center’s “Money Centered” blog.
Center for Financial Planning, Inc.® is an Independent Registered Investment Advisor. Investment advisory services are offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.