Upcoming Events

Tax & Financial Strategies under the New Tax Law - What you need to Know!

Brian M. Jones, CPA, PFS, CFP, CLU, CLTC and Lisa D. Lettieri, MBA, CFP, CLTC from The Jones Financial Group of Northwestern Mutual Wealth Mgmt. in Southbury will discuss how the new tax law impacts everything from retirement savings, college savings, estate & trust planning to charitable giving. They'll talk about what's in the new law and some things you should consider. Light refreshments will be served.Click title above to RSVP!

Date: Thursday, March 28, 2019
6:30 PM - 8:00 PM
Location: United Church of Christ Southbury
Social Hall (door nearest back parking lot)
283 Main Street North
Southbury, CT 06488

Brian M Jones, CPA, PFS, CFP®, CLU®, CLTC®
Wealth Management Advisor

The Jones Financial Group

  • Office 203-264-8881
  • Fax 203-413-4448
  • Toll Free 866-426-5258

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck