Back to (Financial) Basics January 29 in Pleasantville

Back to (Financial) Basics

Join Brian Schmidt, Financial Advisor, with Ameriprise Financial and Andrew Kabatchnick, CPA, with Andrew Kabatchnick, CPA for a special presentation- Getting to Know the Basics: The Essentials to Better Understanding Your Finances & Taxes.

During this complimentary session, you'll learn more about:

• The importance of goal setting and financial planning

• The basics of budgeting, managing debt and credit, investing and saving

• Good habits for the future

• How will the new tax law affect me personally? And my business?

• How should I be managing taxes on my retirement and stock accounts?

• What’s the best way to structure my business and my gifting?

Space is limited. Please make a reservation by January 28, 2019 for you and up to 3 guest(s).

Call 203-302-6733.

This is an informational seminar. There is no cost or obligation.

January 29, 2019, 7:00 – 8:30pm

Mount Pleasant Public Library

350 Bedford Road, Pleasantville, NY 10570

Hosted by: Brian Schmidt, Financial Advisor, Ameriprise Financial

                    Andrew Kabatchnick, CPA, Andrew Kabatchnick, CPA

(Andrew Kabatchnick, CPA, is not affiliated with Ameriprise Financial.)