Join us for this informative seminar presented by Katherine Simson, Senior Financial Advisor, Upstream Investment Partners. Hear answers to some of your questions about how the "Tax Cuts and Jobs Act" may affect you and your business. Special guest Susan Walton, CPA, Padgett Business Services LLC will be on hand for a Q&A session following the seminar.
Katherine M. Simson is a Series 7 Registered Representative, licensed in 7 states including Michigan. She is a licensed insurance agent in Michigan and Illinois, authorized to sell life insurance, annuities, stocks, bonds, mutual funds and alternative investments. She specializes in tailoring each client's investment strategy to meet their individual needs, wants and goals to optimize the client's investments, portfolio and plan for the challenges life may bring. Katherine considers the entire financial picture, including assets, income, debt, insurance, family, marriage, etc. in creating their investment program. She works closely with each client's CPA, estate planning attorney, and insurance agent to ensure finances are coordinated and properly handled without missteps. A complimentary consultation is a wonderful way to start a new partnership!