facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck



Learn More At Your Leisure

    New Virtual Workshop!

Manage "Proactive Tax Planning for the SECURE Act"

                                Proactive Tax Planning for the SECURE Act

Serafino will be speaking on the importance of Proactive Tax Planning for the Secure Act 2021.

Jan 20, 2021 07:00 PM Eastern Time (US and Canada)

"By Failing to Prepare, you are preparing to Fail". Benjamin Franklin


 You will get email confirmation after registering


         We need your Email address!!!

We are extremely excited to announce we will be providing our clients with VIRTUAL WORKSHOPS! For you to ensure you are provided an email invitation you MUST provide your current email to our office. (If you already have been receiving email invitations from us you do not need to provide) In addition, due to Covid-19 restrictions it is very important we have your email on file to ensure timely delivery of important communications. As communication by email is the way of the future, we do not want you to miss any important information about our events or your accounts!

Our webinars are a convenient reference you can use to discover more about financial planning, tax preparation and more. Simply click on the link below to activate any webinar. For upcoming webinars, check our calendar of events.

Check the background of this firm/advisor on FINRA’s BrokerCheck.