Event Details

CANCELLED: MoneySmarts – Taxes and Financial Planning

Date: April 25, 2020

Time: 8:30am-12:00pm

Location:

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.

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.