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Date & Time:

November 21, 2023
8:00 AM

Presented By:
Brandon Kepley, Financial Advisor, Tax & Financial Group


It’s almost the end of the year and it’s time to reflect on your financial goals so you can plan for a successful future. Join us for an exclusive Year-End Financial Strategies seminar, where we’ll provide you with valuable insights and actionable strategies to make the most of your financial resources, wrap up 2023, and step into the New Year.


  • Manage your tax bracket through deductions & income deferral
  • Leverage Employee Benefits & Retirement Accounts to maximize retirement
  • Exploring ideas to enhance tax efficiency & investment diversification
  • Identifying potential tax planning opportunities for your business
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