You are invited to join Michael and Marilyn for a private dinner with a small circle of fellow tax clients. We will enjoy good food, good company, and share timely financial updates for 2026.

Agenda

Come for the full dinner, and leave with financial insights to help grow and protect your wealth:

• Find out how recent tax changes may affect your 2025 and 2026 returns.
• Explore the potential advantages of Roth IRA conversions in the current market.
• Learn how integrating your taxes, investments, and financial planning can help keep more of what you've earned.
• Hear about three special opportunities to receive personalized retirement strategy recommendations from us.

Please note that the presentation portion of the event will be video recorded. While we will make every effort to avoid filming guests, a brief media release form will be available for you to sign at the event.

RSVP

Seating is limited to the first 28 guests who RSVP by Monday, January 19th. Please follow these instructions to RSVP:

1. Click the blue "Register" button on this webpage.
2. Enter your name, email address, and phone number.
3. Select "1" from the drop-down menu if you are bringing an additional guest and enter their name in the "Message" field.
4. Click the blue "Submit" button.