Lunch & Learn Presentation

With covid behind us, it’s time to have a Lunch & Learn!
 
Join us on Thursday, June 23, 2022, at12:00 pm in the
Sacred Hearts Hall for All, for a presentation as you
enjoy lunch and learn about the following topics:

· The best way to make your charitable gifts.
· Possible tax law changes for mandatory IRA distributions.
· How to avoid taxability of your social security benefits.
· Recession portfolio strategies.
 
Presented by:
Mark P. Tolan, CFP®, CLTC®
Private Wealth Advisor
Confluence Wealth Management Group
A private wealth advisory practice of Ameriprise Financial Services, LLC