Year-End Planning: Finishing Up 2022

Thursday, December 8th - Noon EST

The last month of the year typically presents opportunities for investment and tax strategies, before the clock strikes midnight on New Year's Eve.

Join Dan Galli, CFP® and Karen Van Voorhis, CFP® to talk about how best to optimize 2022, given the prior 11 months and what might be coming in 2023.

Register Now

Not sure of your schedule or think you might have to miss a webinar on a topic you’re interested in?

Register anyway, and we’ll send you a reminder close to the date and a link to the recording afterwards!