Join Perrysburg Rotary Community Foundation for a breakfast continuing education event for estate planners, financial advisors, and CPAs.
The 2017 Tax Cuts & Jobs Act is set to expire at the end of 2025, bringing about significant changes to income taxes and estate planning strategies. This presentation will discuss the looming changes and offer some strategies for navigating the changing estate planning and tax landscape.
Registration limited to the first 50 RSVPs
Date: November 12, 2024 at 8:30am Location: Hilton Garden Inn, Levis Commons
Presented by: Phil Bollin - President, Certified Financial Planner™, Bollin Wealth Management, LLC Tim Alley - Attorney, Legacy Law Group
One CE credit will be available for OH Ins, CLE, CFP and CPE.
