December 2015 – Economic Update
With 2015 coming to a close, join owner, Julie Brufke Wenger and special guests as they discuss the market watch for 2016, identifying opportunities and trends.
September 2015 – Social Security Planning
This is a must for anyone over 55 and not yet receiving social security benefits. Younger clients should encourage their parents to attend. Special guest Jim Fahey will help you explore the many ways to maximize your retirement paycheck.
August 2015 – Family Night for Young Adults
Learn what it takes to save for the future and see how an early start can lead to millions!
July 2015 – Estate Planning
Do you have a will? Are you worried about your creditors? Should you gift or form trusts? Are your children responsible with money? Do you have a guardian named for your children? Are you worried about spend down or long term care? We will be joined by an Estate Attorney for this special seminar dedicated…
June 25th 2015 – Get Tax Fit
“Get Tax Fit” (see enclosed fiscal fitness fact sheet). Owner, Julie Brufke Wenger will discuss current taxation and how to reduce your 2015 tax bill, starting NOW!
Wall Street Journal featured Julie Brufke Wenger
Did you know that Julie Brufke Wenger, Owner and Enrolled Agent of Phoenix Tax Consultants “The Tax Tacklers” was interviewed for two seperate articles in The Wall Stree Journal? How Being a Worrywort Helps at Work Don’t Sneeze: Office Etiqutte for Flu Season