NexGen Breakfast Bites at Wildflower Bread Company

Breakfast Bites at Wildflower Bread Company

Thursday, May 3, 2018

7:30am

Now that the tax deadline is past, let's celebrate by getting together for a NexGen event! We're excited to have Dale Walters as a speaker for our upcoming Breakfast Bites event. Dale is a local CPA, who specializes in tax planning. 

Not only does he have the CPA designation, but he also has the CFP and PFS (Personal Financial Specialist) designations as well, PLUS years of experience in tax planning. Not only is he a great planner, but he also serves on the Phoenix Financial Planning Association Board of Directors, making  him a great member of our local community!

Dale will be sharing his tax planning expertise with us, with a focus on new tax planning opportunities under the new tax law. He'll also share his thoughts about career advancement for younger planners! 

You definitely won't want to miss this opportunity to hear from Dale Walters, so please join us for this event!

When: 7:30 am Thursday, April, 20th

Where: Wildflower Bread Company 7001 N. Scottsdale Road, Scottsdale, AZ 85253

Can't wait to see you all there! 

REGISTER HERE