Year-End Planning Strategies

Join us as we discuss the various financial planning strategies that should be considered as we approach the end of the year.  There are some strategies that apply every year, whether we have an election or not.  We also discuss some potential ramifications from the election outcome, and why you may want to wait and see how the senate race plays out.  We’ll also be hosting “office hours” on these topics on December 2, so be sure to sign up at the links below.


Listen in your favorite podcast app!

Webinar: Taxes and Retirement 

On-Demand Webinar Recording

Taxes and Retirement

Lower Your Taxes In Retirement

Taxes are one of your largest expenses in retirement. Learn various strategies that can reduce the amount you'll pay.


You'll also get our emails with important updates, deadlines, our content and other relevant information.

We respect your privacy, unsubscribe at any time