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*Client Event* Annual Client Briefing

  • Atlantic Sands 1 Baltimore Avenue Rehoboth Beach, DE, 19971 United States (map)

Please join us for our annual Client Briefing event.

Breakfast will be served at 9:30 AM

The meeting will begin at 10 AM

We will be discussing:

2025 Market & Economic Update

2025 & 2026 Tax Updates

2026 Social Security & Medicare Updates

Cyber Security

Earlier Event: October 16
Social Security Seminar
Later Event: November 13
Estate Planning Seminar