Broker Check
06 Dec
Year End Financial Planning Tips

Description

Don't miss out on this opportunity to learn valuable insights on year-end financial planning. Here are some of the topics we'll cover:

  • What changed for you in 2023?
  • Should you engage in tax-loss harvesting?
  • Are you considering itemizing deductions?
  • How to approach gifting?
  • Estate strategy review
  • What steps you can take NOW before welcoming the new year

We do not provide tax or legal advice or services.  You should consult a qualified accountant or attorney regarding your personal situation.

The Women’s Advisory Group is an LLC affiliated with Baystate Financial. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. One Marina Park Drive, 16th Floor, Boston, MA 02210 617-585-4500. The Women’s Advisory Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Robin Lovely is licensed to sell insurance in the following states: MA, RI, CT, FL, HI, NJ, VA, NH. Robin Lovely is registered to sell securities in the following states: MA, CT, DE, FL, GA, ME, NH, NJ, NY, NV, RI, SD. Those residing outside these areas should not attend. CRN202610-5380983

Date and Time

Wed, Dec 06, 2023

12:00p - 1:00p EST

Location

Virtual

PT1H

Event Registration