Broker Check

Events

Events coming soon...

Monthly Client Breakfast Forum

When:

Tuesday, April 30th from 9:30 - 10:30 a.m.

Where:

MCL Cafeteria

3154 Kingsdale Center

Upper Arlington, OH 43221

Phone: (614) 457-5786

Topic:

Informal Discussion Q&A

Your personal tax map.  It's a good idea to review your personal tax map every year. 

We will explain in detail the tax map software which is a complimentary part of our service to existing clients.

The goal is to identify potential tax savings ideas with your accountant while moving toward the 2020 tax filing season.  



Please RSVP Below with number attending and names of any guests. Thank you!

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