Event Details

CANCELLED: MoneySmarts – Taxes and Financial Planning

Date: April 25, 2020
Time: 8:30am-12:00pm
Concordia Golf Course 8 Presidio Terrace, San Francisco, CA 94118

With the recent announcement of the "shelter in-place" order we have cancelled this educational talk. We hope to host this event in the future but do not have a rescheduled date at this time. We will email out announcements once we know and invite you to join our list by emailing us at info@briofg.com

With 2019 Tax Day behind us, learn about changes to the law that may impact your tax bill and financial plan, including the recently passed SECURE Act. This bill allows you to make IRA contributions later in your life, delays when you have to take required minimum distributions, allows penalty-free withdrawals from your retirement account for birth and adoption expenses, and more. Join us for brunch and learn how to leverage these changes.