January Workshop
In the spirit of New Year's Resolutions, we're hosting a workshop to help everyone get organized and get a jump start on their goals for the New Year.

Date:            Wednesday, January 25th, 4-6pm
Location:      Office Conference Room
                      135 W. Connecticut Ave, S. Pines
Cost:             Free to all attendees
                  Please RSVP via phone or e-mail to Taylor: 
                  taylor@clementcapitalgroup.com

If you've set New Year's Resolutions that involve debt payoff, college savings, retirement savings, or even just getting your finances organized . . . we're here to help you keep those resolutions. 

Taylor Clement will be available on January 25th from 4-6 pm to help calculate savings or debt payoff goals (basic calculations done based on your stated goals and timeline), answer questions about record keeping for investments, banking, and even recommended tax record retention. We'll also have our shredder available so that you only take home the documents you need to keep! 

*Clement Capital Group does not offer tax advice. 

March Workshop
IRA and Roth Contributions are due April 15th but should ideally be made before you file your taxes. This workshop we will discuss the differences between most retirement savings options, as well as differences between tax-free and tax-deferral benefits.
 
Self-directed options: IRA or Roth
Employer Plans: 401(k), 403(b), Profit Sharing, Simple, SEP, TSP

Questions are always welcome. If you prefer not to share questions with the group, you can make an appointment at no additional cost.

Date:            TBA
Location:      TBA
Cost:             $25 (No charge for current clients)                  
                  Please RSVP via phone or e-mail to Taylor: 
                  taylor@clementcapitalgroup.com