Classification meetings · January 30, 2026

Financial planning in focus

David Bradley of Edward Jones led a practical discussion about financial planning and taxation concepts.

Financial planning in focus — photograph from the BEO event gallery

The presentation introduced members to topics including income, tax rates and capital gains.

This recap records the meeting rather than providing financial or tax advice. Speak with a qualified professional about your individual circumstances.

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Meet the people behind the network. Ask about visiting a Friday breakfast and whether your business classification is available.