Campbell Wealth Management of Old Town will hold two education events on 2017 year-end tax planning featuring Ross & Moncure’s accountants Brian Davis, Luci Weigel and Sandy Brown. All Campbell Wealth Management and Ross & Moncure clients are invited to attend. Campbell Wealth Management is a local boutique financial advisory specializing in high-net-worth individuals in or approaching retirement. Our firms share a commitment to working toward retirement certainty for our clients.
The purpose of the event is to prepare clients for the 2017 financial year-end. We will cover (1) strategies to minimize annual income taxes, (2) estate planning, and (3) 2017 legislative changes that will affect your tax bill. We anticipate a lot of interest in this event due to the pending large changes to the IRS Code, and we encourage you to register early to secure your seat.
A morning event and an evening event are offered:
MORNING – 28 NOVEMBER
Location: Crowne Plaza Old Town, Kennedy Room (second floor), 901 N Fairfax St, Alexandria, VA 22314
Time: 11AM to 12:30PM
There is no charge for this event.
EVENING – 7 DECEMBER
Location: Crowne Plaza Old Town, Kennedy Room (second floor), 901 N Fairfax St, Alexandria, VA 22314
Time: 6:30PM to 8PM
There is no charge for this event.
RSVP to Nataya at nataya@rossmoncure.com, and please do specify whether you will attend the morning or evening event. If you have questions or issues that you would like addressed, please submit them in advance to Rachel at r@rossmoncure.com. We appreciate your questions, as they make for a more engaging session!