Learn what you need to know to make the most of your Social Security before it's too late!
Tuesday, October 21, 2025 | 5:30pm-7:30pm PDT | Prineville

Learn the details of recent Tax Law changes and how it may affect your personal tax situation. Discussion will include tax optimization strategies for gifting, Social Security, HSA's, estate planning, and investments, including Roth conversions.
Tuesday, September 30, 2025 | 5:30pm-7:30pm PDT | Bend