What You Need to Know for Year-End Planning


  • Wednesday, Nov 15, 2017 Noon-1 p.m.


U.S. Bank
101 S Capitol Blvd

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Get a jump start on 2018 and save yourself from common financial headaches! At this free brown bag lunch, we'll walk through easy year-end planning steps that will help you meet your goals in the New Year. We’ll give you a checklist of things you can do on your own and questions to ask your attorney, accountant, and financial advisor. We’ll leave plenty of time for a Q&A or to have a quick one-on-one discussion with a financial advisor. Presented by Perpetua Group Partner Raleigh Vachek. No pressure. No pitch. And lunch is provided. RSVP by calling 208-333-1433 or emailing info.pg@theperpetuagroup.com by Friday the week before the event.

Downtown Boise Association

101 S Capitol Blvd, Ste 203
Boise ID 83702  •  208-385-7300