Rowley Financial Educational Series

 

Upcoming Event

 

Join us January 13, 2022 at 4:00pm for our 2022 First Quarter Rowley Financial Educational Series on Taxes featuring Steve Beachy, CPA

 

Please join us by clicking the Zoom link below to watch the live presentation. 

 

https://us02web.zoom.us/j/83494914864?pwd=MEJEbzhNRTJWeEsrb01TU1QyVzdnUT09

 

 

As we turn out thoughts to this tax season, we believe it's key to be informed. We look forward to our next guest in our Educational Series. Steve is a CPA serving individuals as well as small and mid-sized businesses in and around Lancaster County. He will be discussing the following topics with a Q&A:

  • Changes to be aware of when filing 2021 taxes
  • Itemizing vs. standard deductions
  • How long to keep documents
  • Tax brackets
  • When to pay quarterly taxes
  • IRS audits
  • Small business general topics

 

Steve Beachy CPA

[email protected]

(717)209-0094

https://www.stevebeachycpa.com/

 

 

 

This presentation and any commentary or materials are provided for informational purposes and should not be considered an endorsement of any particular product or company. None of the information provided here should be considered investment, legal, tax, or accounting advice.

 


Rowley Financial Education Series - Medicare

 

 

 

 

Our guest Tony Montgomery from Assured Partners took the time to speak with us about Medicare. Tony is an experienced Medicare Senior Plan Advisor with over 11 years of history working in the insurance industry.We touched on preparing for enrollment, choosing the correct plan, and navigating the constant changes in the medicare space. Tony's wealth of knowledge and expertise is a valuable tool for those preparing to navigate this new phase of life.

2021 Medicare Handout

 

Tony Montgomery

Assured Partners

[email protected]

(717)740-6535

https://www.linkedin.com/in/tonymontgomery1

 

 

 

This presentation and any commentary or materials are provided for informational purposes and should not be considered an endorsement of any particular product or company. None of the information provided here should be considered investment, legal, tax, or accounting advice.