Jeff Levine to Present: Financial Therapy 101
SUDBURY: Join B’nai Torah online on Sunday, December 19 at 7pm for “Financial Therapy 101” with Jeffrey Levine, CPA, MST, a Wayland resident and member of Congregation B’nai Torah. Levine will present a primer on reviewing one’s net worth, cash flow, and goals and objectives for one’s financial future. This will be a general discussion on investments, retirement accounts, cash savings, typical spending and saving techniques, and some year-end tax planning. If Congress does agree on some tax changes for 2021 or 2022, that too will be discussed.
Levin has been practicing small business accounting, business and personal tax law, and personal financial planning for over 40 years. He is a shareholder in Alkon & Levine, PC, Certified Public Accountants in Newton, MA. Along with serving a personal client base of over 700, he has been quoted frequently in Newsweek, The Boston Globe, and Fortune Magazine.
Contact admin@bnaitorah.com or 978-443-2082 for additional information.
Levin has been practicing small business accounting, business and personal tax law, and personal financial planning for over 40 years. He is a shareholder in Alkon & Levine, PC, Certified Public Accountants in Newton, MA. Along with serving a personal client base of over 700, he has been quoted frequently in Newsweek, The Boston Globe, and Fortune Magazine.
Contact admin@bnaitorah.com or 978-443-2082 for additional information.