Wednesday, December 9th - Noon EST
2026 In Review and Year-End Planning
Most of 2026 will be in the rear-view mirror at the time of this webinar, which means that it will be a great time to review any tax or other law changes that may affect investors, employees, or retirees. Similarly, there are often beneficial money-saving strategies that can be implemented prior to the end of the year.
Join Dan Galli, CFP®, and Karen Van Voorhis, CFP®, as they look back on 2026, highlight actions you can take prior to the new year, and discuss how best to prepare for 2027.
