We Want YOU and a Guest to Join Us for our
2021 FALL SEMINAR SERIES!
Sponsored by Borgida & Company, P.C. & Raymond James Financial Services, Inc.
#3 YEAR-END TAX PLANNING: Thursday, November 4th
Are you taking all the tax-savings deductions that you are entitled to? Thomas Scanlon, CPA, CFP® Financial Planner Raymond James Financial Services, will identify ways you can lower your tax burden by explaining deductions like IRAs, 401(k)s, HSAs and much more! Let us help you create financial peace of mind.
* We’re celebrating Veterans’ Day with a special gift for all who served. Please let us know if you or your guest are a veteran.
Save the Date & We’ll Save You a Seat!
Call 860.646.2465 or email MariaM@BorgidaCPAs.com
All workshops are held at:
Borgida & Company, P.C. 360 East Center Street, Manchester, CT
A light dinner will be served, followed by the 6:00pm presentation with time for questions & answers.
**Please consider bringing non-perishable food items to support our 16th annual Food Drive in support of MACC Charities. Every donation makes a difference!
Our second workshop “STOCK MARKET UPDATE” was held on Wednesday, October 13th.
Industry leader Fidelity Investments’ Regional Vice President Brian Winman presented a stock market update full of investment trends and upfront information gathered from his over 17 years in the industry. Participants enjoyed a light meal catered by Highland Park Market of Coventry prior to the presentation.
This fast paced workshop was well attended. Winman fielded questions from both the room as well as online guests regarding interest rates, risks, the economy, diversification and cryptocurrency.
Thomas F. Scanlon is a member of the American Institute of Certified Public Accountants and the Connecticut Society of CPA’s. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Borgida & Company, P.C. is not affiliated with nor endorsed by Raymond James Financial Services, Inc. Raymond James is not affiliated with and does not endorse the opinions or services of Brian Winman. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.