‘The Tax Times Have Changed’ ….

(Individual & Business) Strategies for Today’s Tax, Economic, and Financial Market Landscape

 Q2 2023 Client Educational Breakfast:  Tuesday, May 16th @ 8:30am (1-hour)

Our advisory team greatly appreciates our clients and their ongoing relationship with Oconee State Financial Services.   We are grateful for your engagement and willingness to work with us addressing financial and retirement needs.

 In keeping with our dedication to add value as wealth advisors, Oconee State Financial Services continues its quarterly Client Educational Series by hosting our next quarterly event of 2023:  Tuesday, May 16th @ 8:30am.   For those who have joined us previously, we hope you view our educational meetings with your interests in mind.  As market and economic conditions change, we continue to receive questions from clients, their families, and even business owners seeking guidance to navigate through such environments and circumstances.  Therefore, we strive to be transparent and proactive to address your needs and financial matters.   

 Our Q2 educational breakfast event will focus on the changing landscape and potential tax-smart strategies to explore, given the evolving economic environment and estate factors to be considered.  This discussion should be informative for both individuals and small business owners alike.  Please join us for this pertinent session.

*Bring a Family member and/or Friend – Tuesday, May 16th @ 8:30am (1-hr, only)

Guest Speaker:   James Bergeron, J.D.  (Nuveen, Managing Director).

Topic:                   ‘The tax times have changed … a shifting landscape, and tax-smart strategies for today’s conditions’ 

Host/Co-Host:   Oconee State Financial Services in coordination with Oconee County Chamber of Commerce

Please RSVP:       (call or email Amanda Nelson, Ops Manager)  770-243-8476,   A.Nelson@lpl.com

Thank you for your continued support and relationship with Oconee State Financial Services.

We look forward to seeing you for breakfast on Tuesday morning, MAY 16^th.