END OF YEAR PLANNING
December 16 @ 3:00 pm – 5:00 pm
Free
This is a comprehensive overview of everything we’ve discussed throughout the year and how it can
help you. We’ll review our year to make sure we’ve accomplished our 2026 goals and begin setting our
goals for 2027.
Instructors: Scott Donaldson, Attorney; Reid Harris, CFP®; Kathy Suits, EA
END OF YEAR PLANNING
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