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X-ORIGINAL-URL:https://blackdiamondfs.com/
X-WR-CALNAME:Black Diamond Financial Solutions, Inc.
X-WR-CALDESC:Trusted Certified Financial Planning Services To Help You Plan For Financial Security
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BEGIN:VEVENT
CLASS:PUBLIC
DTSTART;TZID=America/New_York:20240313T140000
DTEND;TZID=America/New_York:20240313T150000
DTSTAMP:20240122T162900
UID:MEC-b4fda13184e80a58eb1388a0847dfbd5@blackdiamondfs.com
CREATED:20240122
LAST-MODIFIED:20240205
PRIORITY:5
TRANSP:OPAQUE
SUMMARY:Get Ahead this Tax Season: Tax Changes for 2023 & What It Means for You
DESCRIPTION:The 2023 tax season brings new challenges and opportunities. This community workshop will guide you through the complexities of the latest tax reforms. Understand how these changes impact your investments and retirement planning, and learn strategies to optimize your financial position.\nWhat to Expect:\n\nInsightful Overview: Explore the 2023 tax brackets, rates, and significant changes.\nStrategic Planning: Discover techniques for managing taxes, including retirement plan contributions and tax-sensitive asset allocation.\nPractical Solutions: Learn about managing capital gains and losses, maximizing deductions, and navigating the modified tax landscape.\nInteractive Discussion: Tailored advice and answers to your specific questions.\n\nJoin us to arm yourself with the knowledge and strategies needed to navigate the tax reforms effectively and confidently.\nAbout the Presenters:\nThis educational workshop will be presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. \nKenneth graduated from Penn State University, focusing on finance and law, and has over ten years of wealth management experience. He is passionate about developing tax-centered financial planning strategies and is committed to lifelong learning and client empowerment.\nThis workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.\nRegistration is requested and walk-ins are welcome, as space allows. To register by phone, call 302-298-3250.\n \n
URL:https://delawarelibraries.libcal.com/event/11948979
ORGANIZER;CN=Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®:MAILTO:
CATEGORIES:Library Workshop
LOCATION:111 Adams Ave, Lewes, DE 19958
ATTACH;FMTTYPE=image/png:https://blackdiamondfs.com/wp-content/uploads/2024/01/March.png
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