2020 Vision: New Tax Laws, New Responsibilities

Sunday, February 23, 2020, 6:00 PM - 7:00 PM

Location: Bloomington East, 2700 E. Rogers Road, Bloomington, IN US 47401

Group: Bloomington East

There are new rules for your IRA and other retirement assets and David Duncan, our Financial Planning Partner, will be here February 23 at 6:00pm in Room 040 to help explain them to you! Now is the time to review your beneficiary forms, wills, trusts, and more.

RSVP to Donna at to participate in this free seminar.

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