A special guest, Loren Deorio, President of Marion County foundation will speak about Charitable opportunities.
Tom and Walter will speak about tax minimization, protecting your liquid funds from significant declines and the recent changes to retirement plans and IRA"S.
This event is for informative purposes and is not a sales presentation. We look forward to seeing you.
Date and Time
Thu, Feb 02, 2023
4:00p - 7:15p EST
Rose Farm's Kitchen at The Salted Brick Restuarant/ Ocala Preserve
RSVP via this correspondence and or call Tom Cooper at 352-857-7273