You’ll Thank Yourself a Year from Now: Financial Resolutions With New Year’s right around the corner, it is the perfect time to make resolutions before the calendar flips to January 1. The 7th Annual New Year’s Resolution Survey found that many resolutions made last year were focused on faith, family, and personal wellness. Unfortunately, financial stability …
Monthly Archives: December 2017
Lunch and Learn #4: Year-End Tax Saving Tips
Towerpoint Wealth hosted the fourth in its inaugural Lunch and Learn series of downtown educational workshops on December 13th, with Year-End Tax Saving Tips being the subject matter. Kevin McCarl, a Senior Tax Manager at Moss Adams, LLP, led the interactive discussion, as 15 attendees enjoyed boxed lunches from My Sisters Café while participating in the presentation. …
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Towerpoint Wealth 2017 kick-off / client appreciation / holiday party a hit!
83 clients, friends, and colleagues of Towerpoint Wealth got all “gussied up” in helping Towerpoint Wealth celebrate the official launch of the firm and of the 2017 holiday season. The theme of the evening was twofold, as the event venue, the Scandal Bar (inside of the swanky Citizen Hotel in downtown Sacramento), lent directly to …
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