Webinar Highlights: Reviewing Your Financial Plan

Why does a year-end review of your financial plan matter?

In this clip, Senior Wealth Manager Ryan Walker, CFP®, CEPA, shares why taking a close look at your finances before December 31 can make a meaningful difference. A year-end review helps you identify tax-reduction opportunities, confirm that your retirement contributions are on track to be maximized if that’s your goal, and ensure your estate documents reflect your current wishes.

The real payoff is simple: potentially lower taxes, a clear plan for the new year, and a stronger position for your wealth.

Watch the full webinar here: https://hubs.li/Q03Vpc0_0