BPA Meet and Learn

This month, Esther Szabo will speak on tax planning and your home. She will address the following topics:

• Even if you are not selling soon: the importance of record keeping
• Estate plans and your home
• Transferring basis upon move: determining your cost basis
• Retirement planning considerations
• What can go wrong if these things aren’t considered as part of your personal financial strategy

Esther Szabo (CFP, KK Wealth Advisors) is a respected advisor with over two decades of financial planning experience. Catherine Hendricks (Realtor, Keller Williams Realty) is hosting this event and will provide additional insights on the topic.

Attendance is free, but this event is limited to 30 attendees.

Please register here. Please direct questions to Catherine Hendricks