Curious about what's happening in the economy and the financial world? Then this is a great opportunity to share thoughts, insights, and maybe even learn a thing or two! There will be plenty of coffee and donuts to fuel our discussions. Our March discussion will center around current tax law, to include sharing tax strategies that you can implement now to help you strategize for your 2024 taxes.

📅 Date: Wednesday March 20th

🕒 Time: 10:00am-11:00am

📍 Location: Signature Workspace-28210 Paseo Drive Suite 190-Gillette Board Room, Wesley Chapel 

RSVP by March 19th if you can make it. Looking forward to seeing you there, you will learn a LATTE!

Boardwalk Wealth Solutions
Ralph Sevelius
Kimberly Terenzi, Practice Manager

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Boardwalk Wealth Solutions and LPL Financial does not offer tax advice or tax preparation services.