Description

Join Joey Bartlett from Northwestern Mutual to learn all about how to keep more, give wisely, and plan ahead for your year-end taxes.  Come and learn about strategies that will help protect your wealth such as Roth conversions, qualified charitable distributions required distributions and estate planning.

What are Coffee Talks? 

Many people are looking for ways to socialize with others and get out in their community. We host Coffee Talks, a casual gathering to chat about a range of lifestyle topics so that you can stay connected. 

FREE + OPEN TO THE COMMUNITY!