2021 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 6:00 PM - 7:30 PM and dinner is provided.