RSVP for Upcoming Workshops

Tax Planning Workshop

Now is a good time for last-minute tax planning before the end of the year. Learn about the latest tax law changes and which investments and tools can help you manage your tax liability. Our special guest speaker, Diane Plante, CPA, will answer your tax-related questions and discuss various options relating to small businesses, individuals, and charitable contributions.

To RSVP for the In-Person Event, email
or call the office at 707-262-1880.

Click here to Register online for the Presentation viewing via Zoom.
After registering, you will receive a confirmation email with the information needed to join the webinar.

Please contact our office at 707-262-1880 with questions.

When: Tuesday, December 5, 2023 - 5:30 pm
Where: In-Person with Refreshments to be held at:
Umpqua Bank
Community Room
805 11th Street, Lakeport

Presentation Viewing via Zoom
Host: Jennifer, Gabe, & Christian
Phone: 707-262-1880