Year-End Financial Planning Strategies
October 17 @ 12:00 pm - 1:00 pm
Speaker: Rob Fezekas
There are just a few weeks left in the year, and it’s time to focus on your year-end financial check-list. For Q4, there are several things that you should consider. Some are tax-related, others are planning items, and yet others are investment-related. Join our adviser Rob Fezekas as he reviews this list to ensure that you are prepared for the upcoming year.
Submit questions ahead of time: