2023 Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to any of the services described below. These entities and their services are not affiliated with LPL Financial and Twenty Two Wealth Management.
Everything you need to know about SECURE Act 2.0
Thursday March 16, 2023. 5:00pm - 6:00pm Central Standard Time
The SECURE Act brought big changes to planning for retirement when it was signed into law in 2019. Now, its sequel – dubbed SECURE Act 2.0 – has just passed as part of the 2023 budget.
Join Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, as he discusses the bill’s biggest changes during the upcoming webinar “How SECURE Act 2.0 Shifts the Retirement Planning Landscape.” He’ll cover: Changes to the RMD age, Automated and catch-up contributions for retirement accounts, Incentives for employers to offer group retirement plans… And more!
Client Appreciation – Happy Hour – LaBarra Oakbrook
Thursday April 20, 2023. 5:00pm – 6:30pm Central Standard Time
Tax season is over! Join us for a Client Appreciation Happy Hour! No real agenda but we will have our team of CPA’s, Attorney’s, & CFP’s in attendance if you have any questions. Enjoy the beginning of Spring!
Taxes, Taxes, Taxes! Schedule a review of your tax return
May 2023
Do you need some tax help? Paying too much? Getting a large refund? Are you self-employed? Are you eligible for a Traditional or Roth IRA Deposit? Please make an appointment with us for an individual review of your tax return. We’d be happy to offer a complimentary review of your tax return. Have a more complicated situation? Our Advanced Solutions team in Omaha and/or local CPA can assist with more complicated issues. Contact our office to schedule your review.
Chicago Cubs & White Sox Tickets – Spring Summer 2023
Various tickets to see the Chicago Cubs & White Sox games will be available throughout the baseball season. We will notify you when tickets become available.