Tax Planning

About The Lunch And Learn

Thank you for joining us! 

October 12th Lunch And Learn : 
The end of the year is fast approaching.  What changes have occurred this tax year?  Maybe you are looking for year-end investment strategies and ideas.  We are not accountants, but we can provide investment guidance that may have an impact on your taxes.  Tune in to find out.

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...

October 26th - 12:15PM State Of The Market
November / December - Holiday Break

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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