End Of Year Planning
December 17 @ 3:00 pm
Free
This class will put all our previous classes to work. We’ll discuss how updating/finalizing your legal documents and working with your financial advisor to review/adjust your portfolio can bring tax benefits and peace of mind as we end 2025 and look forward to 2026!
Instructor: Ried Harris, CFP®, Kathy Suits, EA, Scott Donaldson, Attorney-at-Law
End Of Year Planning
Let the instructors know you and your guests will be present at this event. Tickets are FREE. RSVP by clicking below.
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