November 2022 - Lunch and Learn (Wealth Management Partners)

Description

"MARYLAND'S NEW RETIREMENT SAVINGS PLAN"
MarylandSaves Program
There are many differences between establishing your own plan vs. the MarylandSaves Program, but both will qualify you for a Maryland Tax Filing Credit of $300 a year.
Presented by: Joyce M. Cool ChFC, CDFA, CASL and Jessica Repasi, Wealth Management Partners

WEDNESDAY, NOVEMBER 9, 2022 | 12 NOON

FREE ~ MEMBERS ONLY ~ LIMITED SEATING
LUNCH WILL BE PROVIDED BY WEALTH MANAGEMENT PARTNERS!
PLEASE RSVP BY FRIDAY, NOVEMBER 4th
LOCATION
CHARLES COUNTY CHAMBER OFFICE
303 CHARLES STREET SUITE 100 | LA PLATA, MD 20646
IN THE BACK OF THE CARRICO BUILDING NEXT TO MARTIN'S GAS STATION

CLICK HERE FOR A FLYER

About Wealth Management Partners
The founders of Wealth Management Partners met via a local chapter of a national professional
organization. Their shared business philosophy serving the needs of their clients naturally leads to
deeper, longer lasting relationships. The result is a positive experience that is mutually beneficial.
Clients are happy and that eliminates our need to constantly seek new clients. Today, almost every
prospective client seeks our help as the result of a referral from a current client or business colleague.