Your financial plan isn’t something you can set and forget. With every life stage come new challenges and strategies.
At every stage of life, there are financial milestones to navigate. And with each one, there are ways to improve your tax picture. By regularly checking up on your finances, you can optimize your decisions and grow your wealth. This webinar will address tips for marriage and divorce, educational expenses, retirement savings, and more. Erwin Matthews, a CPA and financial advisor with over 20 years of experience, will present. People at every stage of life can benefit from this informative event.