How NOT to Screw Up Your Finances – New Tax Law

June 1, 2018

Our next “How Not to Screw Up Your Finances” presentation is coming up on Thursday, June 28th, 2018.

The New Tax Law from the end of last year is the topic for this talk, given by Cathie Tardy MBA, CPA, CVA, CGMA.

It’s coming! There’s a new tax law and lots of things are changing! We can help you figure out the best ways to take advantage of the lower rates and big differences. From exemptions to investor expenses, Cathie Tardy can guide you through the storm!

Of course, Doug Lindsey CFP of MGM, LLC will also attend to answer questions from his perspective as an estate planner as well.

If you’re interested in attending, please email us at to RSVP.