Co-Co Member Exclusive: Finance Group

In our complicated world, we are often saving and striving for multiple goals at once, such as retirement, children's college education, aging parents' care, and maybe even starting a business. Trying to do all this or even just some of it, without a clear roadmap, can be daunting. We can help you organize, understand, and get clarity on how to achieve all that you have dreamed.

Join us for our January Finance Group meeting: "Understanding Your Tax Return and the Latest Tax Law Changes", presented by Lisa Crosta.

This informative session is designed to help you better understand how to read and interpret your tax return, so you can feel more confident about what you’re filing and why it matters.

Lisa will break down what you can and cannot deduct, explain how different sources of income are taxed, and highlight recent tax law changes that may impact your current or future filings. Whether you are a business owner, employee, investor, or freelancer, this session will offer practical insights and real-world guidance you can apply right away.

Bring your questions and join the conversation — this is a great opportunity to strengthen your tax knowledge and make more informed financial decisions.

Members have full access to events at both Co-Co locations.

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