Tax Planning

About The Lunch And Learn

Thank you for joining us! 

October 27th Lunch And Learn : 
This educational event is designed to inform you of recent tax law changes and the potential impact to you. It will also help prepare you to uncover tax impacts to your portfolio in the future.

We will be continuing to offer these ‘Lunch and Learns’ every 2nd and 4th Tuesday of the month. Look for the following invitations in the weeks to come...

​​​​November 10th 2020 - 12:15PM What To Do When A Spouse Or Loved One Dies. 
November 24th 2020 - 12:15PM S.S. / Medicare & Supplements

We encourage you to invite a friend. Simply forward them your invitation so they have the registration link to sign up! As always if you have any questions or concerns please do not hesitate to reach out! 

Your Accel Wealth Management Team

  • Anthony Gaiffe


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