Events – Phoenix Tax Consultants

Maximizing Social Security Seminar

September 17, 2015 at 6:00PM Phoenix Tax Consultants Office 300 Bridge Street Phoenixville, PA RSVP by phone to Amber – 610-933-3507 *Open to the Public*

Cocktail Party at Julie’s

Only open to Attendees of Right Management Seminar with Julie Brufke Wenger. Contact the office for details for a night of fun!

2015 Events

You’re Invited to Our Upcoming Events All Events are Complimentary, Special Gifts to those who bring friends. Desserts and refreshments will be served.  Space is limited, first come first served (aprrox 10-15… Read More

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… Read More

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?… Read More

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!

2015 Calendar of Events

JAN > Tax Update Seminar for Clients FEB > Tax Planning Night MAR > Understanding Retirement Plans > Molly Maguire’s Referral Night APR > Social Security Planning Seminar MAY > Creating a… Read More

“Transition” Article by Julie Wenger in PHLARE

Article First Appeared in the Summer 2010 Issue of Phlare Magazine 10 Important Financial Considerations when Experiencing Employer Transition Written by Julie Brufke Wenger: While the economic crisis seems to be winding… Read More