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Tax Cuts and Jobs Act Workshop
 
 
Trilogy Financial is proud to sponsor Eugene Cohen, CPA, for an educational seminar about the Tax Cuts and Jobs Act.
  • How will the new law affect your tax bracket?
  • What is AMT and does it apply to you?
  • Learn strategies to plan for your 2019 tax return.
  • One year of DecisionCoach* will be raffled off at the end of the workshop.

*Includes: Software platform and four financial coaching sessions up to one hour each. 

Event Details:
  • Date: Tuesday, February 19, 2019
  • RSVP by February 16, 2018
  • Time: 6:00-7:30 PM
  • Location: The Six Chow House | 23536 Calabasas Rd, Calabasas, CA 91302
 
Register below or call 818-444-7880.

Hosted by:

ROBERT WHEATLEY
MANAGING VICE PRESIDENT

Sally Goya
Wealth Advisor

Todd Gurvis
Vice President of Investments

Brian Shortsleeve
Wealth Advisor

Register by filling out the form below

  

Robert Wheatley is a registered representative for LPL Financial (LPL) and an Investment Advisor Representative (IAR) for Trilogy Capital (TC). Securities offered through LPL, Member FINRA/SIPC. Investment advisory services offered through TC, a Registered Investment Advisor.  TC markets advisory services under the name of Trilogy Financial (TF), an affiliated but separate legal entity.  TC and TF are separate entities from LPL. | CA Insurance License #0B79742

Sally Goya has no affiliation with LPL Financial. LPL Financial can’t be held responsible for any direct or incidental loss incurred by applying any information offered. She is affiliated solely through Trilogy Capital (TC). Investment advisory services offered through Trilogy Capital Inc., a Registered Investment Advisor.  Trilogy Capital markets advisory services under the name of Trilogy Financial, an affiliated but separate legal entity. | CA Insurance License #0G06355

Todd Gurvis is a registered representative for LPL Financial (LPL) and an Investment Advisor Representative (IAR) for Trilogy Capital (TC). Securities offered through LPL, Member FINRA/SIPC. Investment advisory services offered through TC, a Registered Investment Advisor.  TC markets advisory services under the name of Trilogy Financial (TF), an affiliated but separate legal entity.  TC and TF are separate entities from LPL. | CA Insurance License #0B60459.

Brian Shortsleeve is an unregistered administrative assistant for LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through TrilogyCapital, Inc., a registered investment advisor. Trilogy Financial and TrilogyCapital, Inc. are not affiliated with LPL Financial. | CA Insurance License #0M22513

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