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Date/Time
05/23/2018
6:30 pm - 8:30 pm

Location
Ruth's Chris
1553 Olympic Boulevard Bldg. E
Walnut Creek


How does the new law impact your financial plans? Come learn about our new tax environment at this FREE  live event 📌 May 23rd at Ruth's Chris in Walnut Creek - parking is free and dinner will be served. Certified Financial Planner, Dan Beltran and Jim Foster, Certified Financial Planner and Director of Advanced Planning Group Prudential Annuities, will  help educate you on some of the proposed changes, investing in an uncertain tax environment, and why tax-efficient investing continues to be so important. You’ll learn how to review your portfolio for tax efficiency as well as steps you can take to keep more of your money invested and working for you. 

Bookings

This event is fully booked.