Workshop: The Next Shift: What Secure 2.0 & New Tax Laws Mean for Future Planning
Join us for an educational workshop featuring Desiree Day in partnership with Wise Insurance Solutions, where she will be presenting "What Secure 2.0 & New Tax Laws Mean for Future Planning".
The Secure Act 2.0 coupled with the impending new tax legislation, will prompt business owners and wealthy families to identify and mitigate potential legal/tax risks when it comes to their business and estate planning strategies. In this presentation, Desiree Day reviews potential opportunities that business owners and high net worth individuals should be aware of as they plan for their future.
This workshop is geared towards business owners, high net worth individuals, financial advisors, and legal and tax professionals.
This workshop is geared towards business owners, high net worth individuals, financial advisors, and legal and tax professionals.
RSVP is required due to space limitations.
Breakfast and coffee will be served. Please bring your own materials to take notes!
Please email Steely at steely@boerne.org if you have any questions!
Workshop: The Next Shift: What Secure...
Date and Time
Thursday Jul 17, 2025
9:00 AM - 10:00 AM CDT
Location
Greater Boerne Chamber of Commerce Boardroom
121 S. Main St.
Boerne, TX 78006
Fees/Admission
$10 for members and $35 for non-members
Registration fee is non-refundable.
Contact Information
Steely Lott
Send Email
