As 2025 draws to a close, the window for taking advantage of valuable planning opportunities is narrowing.
Join us for Year-End Planning Strategies, where we’ll share actionable insights to help you maximize your wealth and prepare for the changes coming in 2026. We’ll also discuss key provisions of the One Big Beautiful Bill Act (OBBBA) and how they will impact individuals and business owners.
Topics we'll cover include:
- Year-end moves to reduce your tax bill
- Retirement planning opportunities
- Charitable giving strategies
- Roth conversions
- Important tax and legislative updates
- OBBBA impacts and deadlines
- What to expect in 2026
Don’t miss this opportunity to gain practical insights and prepare for what’s ahead.
Can't make it? Register and we'll send you the recording!
Presenters
SAMMY AZZOUZ, JD, CFP®
President and CEO
ED JASTREM, CFP®
Chief Planning Officer