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Tax and Financial Planning

Hosted By

Lake Pointe

Date & Time

Wednesday, January 20, 2021
9:00 AM - 10:30 AM

Location

virtually

,

Price

$10 - Member
$20 - Non-Member

Description

See what is new and what to expect in 2021.   What should you be doing to protect your assets.   What tax changes in 2021 will affect you?   Are you planning for your retirement?   This workshop will give you all the information you are looking for.

 

Speakers

Angelica Lopez has been helping people in the financial
realm since her teenage years, starting first with her
father’s business, next tutoring in college, and then running
her own financial services business for over a decade. In
the process of growing her business and growing her own
skillsets, she learned to coach, develop, and lead other
people as well. Her coaching business Angelica Maria
bloomed from her desire to help others in all areas of life.
Working with Trivelloni Asset Management allows her to do
it all! Her passion in life is to help others reach their goals,
fulfill their dreams, and have financial freedom. It is a
passion she takes very seriously.

Dan Muzljakovich has been a business owner and a
Certified Public Accountant (CPA) for more than 30 years. He
has bought and sold several businesses as well as helped
others set up businesses and LLC’s over the decades. In
addition to having a CPA license, he has the Series 7, 63, and
65 securities licenses. His Certified Public Accounting firm
Bryan, Russell Associates, P.C. has a very experienced
staff, including several CPA’s. Bryan, Russell &
Associates offers personalized services and specializes
in individual accounting, small business accounting,
and tax services.