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END OF YEAR PLANNING

December 16 @ 3:00 pm5:00 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

Details

  • Date: December 16
  • Time:
    3:00 pm – 5:00 pm
  • Cost: Free

Venue

END OF YEAR PLANNING

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