Tuesday, January 30th, 2018, 7:00 pm - 8:30 pm
Intended Audience: Beginner
Age Range: All
Location: Train Station
Cost: $0.00 per Attendee
All about the new Tax Bill!
Morris Retirement Advisors will provide refreshments and all the information you need to better understand the new Tax Bill.
The time to learn about a new tax law and perhaps a pen and paper.
A local financial firm, Morris Retirement Advisors, will be holding an educational seminar to explain the new tax law. Please contact Jolaine Richmond at email@example.com to RSVP or register on Train Creative. Feel free to bring a guest. There is no cost or obligation to attend. The seminar is for information purposes only. Any materials presented, and discussions should not be considered as individualized tax advice.
Morris Retirement Advisors Independent Investment Advisory firm that truly employs comprehensive financial planning and risk management strategies as core principles in our Wealth Management Process. We believe that the Road to Financial Independence rarely presents itself without roadblocks or unexpected detours. Our team of seasoned professionals, most of whom are Certified Financial Planner (CFP®) practitioners with over a decade of experience, partners with each of our clients to help them define their road to Financial Independence using a unique and proprietary process. Our process is designed to get you closer to your goals by identifying opportunities and potential roadblocks in your financial situation. This process is delivered through a tailored service model to each of our clients, which is designed around their unique needs. The firm currently manages approximately $200 million in client assets and generates gross annual revenues of approximately $2.2 million across its financial planning, wealth management, taxes and insurance business lines.