Speaker: Deanne Rosso, President & CEO, Wealth Adviser

Our President & CEO, Deanne Rosso, walks through the latest updates to the numbers on Elevate Wealth Advisory’s Key Financial Data card—covering changes to tax brackets, deductions and credits, retirement plan contribution limits, Social Security thresholds, Medicare premiums, and other key planning figures. This session breaks down what changed, why it matters, and how these updates may impact tax planning, savings decisions, and retirement income planning in 2026.

Register for the Noon Webinar

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marketing@elevate-wealth.com