2018 Taxes: Start Your Money Plan Here

April 27, 2018

Recording | Slides

Your tax return is the roadmap to your life goals. So don’t file it and forget it. Use it.

We’ll show you how in this web seminar with CPA financial planner Lori Luck. In the context of today’s tax environment and reform under the Tax Cuts and Jobs Act, she will explain how you can use your tax return to develop a well-rounded comprehensive financial plan. In this plain English financial literacy webcast, you will learn:

  • Planning steps to take in the current tax environment
  • How to ensure your retirement plan delivers
  • How to protect your assets
  • How to evaluate your tax and investment planning strategies
  • And more …