Broker Check
13 Dec
Seize Opportunities & Avoid Missteps - 10 Things to Do NOW Before Year-End


Make sure you have everything in alignment to seize opportunities and avoid missteps before year-end!

In this brand-new Webinar learn what to do NOW to lower taxes, improve investment results and maximize your income before 2024 comes and the door closes.

  • Learn how your mutual funds may incur you a taxable gain distribution (even though you haven't sold anything) and how to avoid these unpleasant surprises!
  • Discover the benefits of Tax Loss Harvesting and see how to reduce your taxes immediately and in the future!
  • Hear why Health Savings Accounts are triple tax free and why everyone with a high-deductible health plan should make a contribution before year-end!
  • Attend this webinar to receive our comprehensive year-end planning checklist so you don't leave any opportunity on the table.
  • And many more actionable takeaways that will benefit you before 12/31/2023!  

You've worked hard for your money, don't let year-end missteps take an even bigger bite than they have to!   Register today--the clock is ticking!

Date and Time

Wed, Dec 13, 2023

6:30p - 7:30p EST




Event Registration

Thank you!

Error processing your request. Please try again at a later time.