Routing # 321076470

Event Listing

Free Event

Tax Time: Your Guide to Navigating Tax Preparation

CalendarMarch 13, 2024 

Time5:30pm PT

Join us as we discuss general tax information along with tax changes and revisions for this year. We’ll also review new laws affecting retirement savings and changes to IRS enforcement. Join us in welcoming Timothy Roscoe Carter, Qualified Tax Expert, as our guest speaker. This webinar will be hosted by Veronica Dangerfield, Sr. Financial Wellbeing Educator.

Reserve my spot

1 This webinar is hosted by O’Neill Dewey of Trust & Will. However, neither O’Neill Dewey nor Trust & Will is affiliated with Patelco Credit Union or CUSO Financial Services, L.P. (“CFS”). Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.


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