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Join us on Thursday July 13th to gain knowledge and advice as they approach on how to deal with protecting your assets and learning some tax planning strategies.

This session will include a review of taxable events, with an emphasis on how life milestones that are relevant to this age group (such as marriage, children, real estate, retirement contributions, selling assets, trusts/trusts alternatives, estate planning, managing inheritance income, etc.) may trigger important tax changes.

In addition, Partner at Sassoon Cymrot Law, Scott Wittlin, will share advice that could help minimize attendee’s tax burden and things "that I wish I had known when I was younger."

We would also welcome an opportunity for Q&A.