Preparing Your Clients for the 2018 Tax Season

Join us May 24 for a special program for Professional Advisors

A Whole New World: Preparing Your Clients for the 2018 Tax Season
 
Join us for a discussion with special guests Helene Augustine, CTFA, VP, Sr. Fiduciary Relationship Specialist, Wells Fargo; Crystal Germanese, CPA, Tax Partner, BlumShapiro; and Eric Green, Attorney, Green & Sklarz LLC.
 
Thursday, May 24, 2018
7:45 a.m. – 9:30 a.m.
JCC of Greater New Haven
360 Amity Road, Woodbridge, CT 06525
Breakfast will be provided.
Directions

THIS EVENT HAS PASSED. If you would like to be put on the mail list for future professional advisor events, please email Beth

 

This event is co-sponsored with our partner in philanthropy, The Community Foundation for Greater New Haven, and the Jewish Foundation of Greater New Haven.






Address

253-A Elizabeth Street
Derby, Connecticut 06418
Directions

Contact

203-751-9162
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