Senior Statesmen of Virginia

Senior Statesmen of Virginia
Next session: Wednesday, October 9, 2024 | 2:30pm-4:00pm

Details:

November 13
Unlocking Year- End Tax Opportunities- Strategies for Success

Now that we’ve hit November, there is still time to give the IRS the boot and lower your tax burden for 2024. Join Libby Edwards- Albaugh and Jason Statuta, two seasoned professionals from the tax and investment worlds for a lively and down to earth discussion about strategies that you may or may not have considered but still may have some time to implement. Margie Swanson will be the moderator.

Libby Edwards -Albaugh- E.A., has been a dynamic community volunteer and leader with many nonprofits for years. In addition, Libby is a proud small business co-owner and President of The Tax Ladies, a successful Charlottesville institution since 2011 which is dedicated to helping their clients manage and solve taccounting and tax issues.

Jason Statuta, holds the CFP designation and is another serial community volunteer and leader who has committed his time and expertise to keeping the area a vibrant place to live. Jason, a 20-year veteran of the investment field is Managing Partner of Petrichor Wealth. Jason has built a thriving wealth management practice focused on charting a course to help his clients visualize and achieve their short and long goals.

Open to all.

Location:
The Center

Seats available: 49

RSVP: Senior Statesmen of VA (Nov. 13)