Description
Taxes, Inflation and Market Volatility
This event will present a thoughtful and insightful approach to retirement spending, investing and planning.
6:00 - 7:30pm
Course Topics
• Investment Planning • Income Planning
• Tax Planning
Meet you instructor:
Thomas Wade RICP®
Tom Wade has over 30 years of experience working in the financial services industry. In 2004 he sold a national wholesale firm to an international financial institution and then started Income Planning Group, LLC. Tom built the firm with the understanding of what clients need. The firm was built as an independent advisory group made up of Financial Advisors, an Enrolled Agent, an Estate Planning Attorney and a knowledgeable support team.
Outside of finance, Tom enjoys keeping active with golf and spending time with his family.
Once registered, a member of our team will reach out to confirm your spot(s)
Date and Time
Wed, Apr 12, 2023
6:00p - 7:30p CST
Location
Plymouth Community Center
Note
Birch room