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.
