Join Sweet Financial Services for a Tax Planning Workshop on Wednesday, October 24th at the Holiday Inn, Fairmont, featuring guest speaker Christopher P. Hennessey.
Mr. Hennessey is a member of the Putnam Business Advisory Group, Putnam’s national speaking bureau. He speaks extensively at various national and regional meetings on wealth management topics such as tax, estate, retirement, and college planning, as well as asset protection.
There will be two sessions: 3:30pm for CPA’s & Accountants (CE credit provided) and 5:30pm for Business Owners and General Public.
Mark your Calendars and RSVP soon!
Wednesday, October 24th ~ 3:30 pm ~ CPA’s/Accountants (CE Credit provided)
Planning strategies for clients
Key provisions of the Tax Cuts and Jobs Act (TCJA)
Wednesday, October 24th ~ 5:30 pm ~ Business Owners and General Public
Highlights of the new tax law
Everything you need to know on the small business deduction
Strategies to take advantage the new temporary tax law
Where: Holiday Inn, 1201 Torgerson Dr, Fairmont, MN 56031
Click below for you and your guest TODAY!
Please click links above to RSVP by Friday, October 19th, or contact Marsha at [email protected]
507-235-5587 or 1-800-658-2507
Sweet Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
Raymond James is not affiliated with and does not endorse the opinions or services of Christopher P. Hennessey or Putnam Business Advisory Groups. Raymond James does not offer legal advice. You should discuss any legal matters with the appropriate professional