Financial Planning Zoom Event

As you plan to move into your new home, you’ll want to maximize your tax savings, especially if you’re selling a home or liquidating other investments. Now is the time to begin planning your financial future.

We hope you will join us for a compelling presentation about precisely that – planning your financial future wisely!

Our speaker, Bill McMorran, is a long-time friend of Bristol Glen and the former Director of AARP’s national tax programs. He’ll help you understand how to navigate the new tax laws better and understand what additional changes might be in the works.

Join us via Zoom at 10:00 am on Tuesday, Jun 8, to learn more. We will also be recording the presentation, so if you can’t make it then, we’ll be happy to send you a link to enjoy at your convenience. Feel free to contact Nicole Doerr at ndoerr@umcommunities.org with any questions.

After registering, you will receive a confirmation email containing information about joining the webinar.

Topic: Making Your Move? Learn How to Save Taxes While You Downsize!

Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_rfMe6j2sR4GnQPAacOQVVA