Broker Check
19 March
Workshop - Tax Planning Strategies


Maria M. Penzes


Scott D. Clarke


2020 Moving Forward Financially - Tax Planning Strategies - Tax planning is a year round event for those who want to minimize their tax burden.  Scott gives an overview of the current tax system and identifies potential savings and restructuring opportunities.

Third Thursday, join Scott Clarke of Summit Private Wealth Management to discuss various topics geared toward individuals in the midst of life transitions.  Workshops take place from 6:00PM - 7:30PM and dinner is provided.

Date and Time

Thu, Mar 19, 2020

6:00p - 7:30p CST



Colleyville, TX 76034
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