Member Meeting and Luncheon - Do You Want to Pay Fewer Taxes?

Brian Edwards, of The Edwards Group at Morgan Stanley, will share an overview of practical, high-level tax planning concepts that can help businesses, individuals, and families keep more of what they earn. The discussion will focus on common areas where every day financial decisions can affect taxes—such as how income is structured, how investments are held, and how retirement and charitable planning may influence after-tax outcomes—along with key planning themes to consider throughout the year and major life events.

Join us for this informative discussion at the beautiful Bryn Du Mansion and enjoy a delicious lunch provided by new member, Buckeye Chef.
Please RSVP by Monday, May 18th.