Date and Time
Wednesday Nov 5, 2025
7:00 PM - 9:00 PM CST
Location
Lodi High School - 1100 Sauk St
LGI Room
Contact Information
Brooke Morter
Send Email
Description
Big changes are here, and they could mean big opportunities for your finances.
Join the Milestone Team and Advanced Planning Consultant Bryan Fecteau on Tuesday, November 5 at 7 PM at Lodi High School (Large Group Instruction Room near the gym) for an informative seminar on the One Big Beautiful Bill Act and Tax Planning Strategies. The informational flyer is here.
You’ll discover how the latest tax legislation affects you and learn powerful income and estate planning techniques, including:
- Maximizing deductions
- Leveraging current tax brackets
- Transferring wealth efficiently
Don't miss this chance to get ahead of the curve and make smarter financial moves!
Registration is appreciated but not required. Reply to this email, email brooke@mymilestoneplan.com, or call/text (608)592-6982 to register.
