Focus Luncheon: Planning for 2018: Tax Code Update
Jeff Schwingler is a wealth manager, providing clients with comprehensive, goal-based financial planning and personalized solutions for Pathway Financial Advisors. Pathway Financial integrates tax clarity as a key component in a personalized financial plan. This discussion will address the opportunities available in planning for 2018 with an overview of tax codes affecting both individual filers and small business.
This event is in partnership with the Better Business Bureau of Minnesota and North Dakota.