Four Tax Planning Questions to Ask Before Year - End...

Brooke Napiwocki, CFP®, MBA | September 11, 2019

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Please click on the highlighted text to see my video blog: Four Tax Planning Questions to Ask Before Year-End...

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We invite you and a female guest to join the women of Crescendo in celebrating 2019 and setting your intention for 2020. This mini retreat will include a gentle, all levels yoga practice and mindfulness session followed by conversation with an amazing group of women. Guests are encouraged to wear comfortable, work-out clothing and to bring along a yoga mat. (We will have a small quantity of mats available for guests who do not have a mat.)
February 5, 2020
5:00p - 7:30p

Mergers, restructuring, leadership changes: These are just a few of the reasons we seefrequent professional change in our lives. How do you leverage your human capital and prepare for known and unknown changes in a complex work environment? What are the key financial and non-financial steps to take now, and in the future, to protect yourself adequately and take advantage of change? Join CERTIFIED FINANCIAL PLANNER™ practitioner, Brooke Napiwocki, as she leads an interactive conversation on professional change and shares insightful case studies. This session will end with an opportunity to identify your own potential professional changes and outline your action steps.
February 20, 2020
12:00p - 12:45p

Office:	262.685.3375
Toll-Free:	888.647.6521