Local firm hosts series of free Money Smart Week events
There is no better time to get up to speed on the new tax laws and tidy up your finances than now! A&I Financial Services, a locally-owned financial planning firm in Englewood, has helped families and businesses for over 30 years.
This year, the firm is partnering with the Federal Reserve Bank to host a weeklong series of events for Money Smart Week, April 21 – 28. These events cover financial topics ranging from 529 college savings and Social Security planning to tax strategies under the new tax law.
“Get a free lunch and get a better hold on your finances,” says Karl Frank, CFP and president of A&I Financial Services. At four events over four days, the firm discusses a number of different topics.
Get a free “starter kit” at the Family Financial Album workshop Wednesday, April 25. This event is popular for retirees.
An expert panel educates and answers questions about the new tax laws over lunch at Koelbel Library Friday, April 27. The expert panel includes a certified financial planner, a CPA, an estate attorney and insurance experts.
Other events include college planning and Social Security planning.
To RSVP for any event, visit assetsandincome.com, email clientcare@assetsandincome.com or call 303-690-5070.
