Join us for the annual tax update discussion with James Tarp and Taylor Robson about all things of interest to seniors!
Details to follow.
With over a decade of experience, Taylor Robson brings a wealth of expertise to Legacy Wealth Advisors. Holding both an Enrolled Agent (EA) and a Certified Financial Planner (CFP) designation, he has been helping clients shape their financial futures since 2013. Taylor takes pride in working closely with clients to develop comprehensive plans and is dedicated to ensuring they have a clear understanding of every aspect of their financial strategy.
James Tarp is a seasoned professional in the field of financial planning. Holding both an Enrolled Agent (EA) for tax planning and an MBA, James has been helping clients navigate complex landscapes since 2015. Passionate about creating holistic financial strategies, he specializes in seamlessly integrating tax and financial plans to help clients build their legacy.
If you have preliminary questions for the speaker, please send to Program Coordinators Don Miner at dlminer655@gmail.com and Sandi Haase at sandi.haase@wisc.edu, by Monday, November 4
NOTE: This in-person seminar will be recorded and posted on the UWRA website.
Parking:
Click here for a printable map of Oakwood Community Grounds for Parking and Room location.
Food Pantry Contributions:
Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.
Registration Deadline: Thursday, October 31
Registration:
Advance registration is required. You are encouraged to register online. To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.
NOTE: The weblink and virtual call information will be included in the meeting reminders registrants receive.
UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218
608-262-0641
retireassn@mailplus.wisc.edu
