Virtual Lunch and Learn Archives
Our Lunch & Learns are virtual presentations with Q&A sessions. Presentations are always offered at no cost to participants and are given once or twice per month, normally on a Tuesday or Thursday. Click here to view the schedule and register for upcoming presentations. Feel free to share with your network - all are welcome to attend.
December 9, 2020: Year-end Financial Planning with Tax Planning Strategies
January 14, 2021: Understanding Financial Statements