Event Details

MoneySmarts - Taxes and Financial Planning

Date: March 16, 2019
Time: 8:30am-12:00pm
Location:
Concordia Golf Course

 

Brio Financial and Stanaland & Associates invite you to our discussion on tax and financial planning in our changing world. The event will take place at the Presidio Golf and Concordia Club from 9:00 a.m. to 12:00 p.m. on Saturday, March 16th. The doors open at 8:30 a.m. Coffee, tea, and a light brunch will be served. Seating is limited, so please RSVP for each guest or contact us at 415-623-2450.

The team will discuss and will take your questions on the following topics:

  1. The new tax return form

  2. Changes from 2017 to 2018

  3. Adapting your financial plan to these changes

Please note that mapping applications may navigate you to the residential neighborhood below the venue. The venue itself is in the Presidio and the entrance to the building faces, and can only be accessed, from W. Pacific Avenue. Parking for registered guests will be validated.

Private Presidio Golf & Concordia Club
8 Presidio Terrace
San Francisco, CA 94118
Parking and entrance on W. Pacific Ave.

If you'd like to download the presentation in advance of the event, click the following link: https://briofg.box.com/s/xqe4lwx4xnrsao8geseqb0147s0nmpcg

We'd love to spend a Saturday morning with you,
The Brio Team

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. 

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