Get What's Yours: Tax Season Tips and Techniques

Program Type:

Other

Age Group:

Adults
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Event Details

Rescheduled Event Due to Snow - February 20th at 12pm

With the tax filing deadline looming, this is your chance to learn what documents to gather, which benefits to look out for, and how to think about topics like Medicare premiums and Required Minimum Distributions as you plan your approach to taxes this year and beyond. 

Presenters, Lisa Crosta and Joe Conklin Shure, belong to an organization called the Financial Planners Association, which is made up of Certified Financial Planners.  Part of the mission is to seek opportunities for Pro-Bono services, which include making presentations to groups on topics such as College Planning, Managing Credit, and other financial planning considerations.

This event will be hybrid, in person and on Zoom. To receive the Zoom link, registration is required.