Broker Check
11 Nov
2020 Year-End Financial Review


It’s been a year like no other.  A global pandemic. A sudden shift to a bear market. A presidential election. It all has an impact on your personal finances. As we head into the last quarter of the year, let’s take stock of what you may want to consider before year-end.

Topics we will discuss:
  • New laws that impact your retirement planning
  • Tax strategies for next year
  • Last minute ways to maximize your savings
  • Items to review and update in your financial plan

Date and Time

Wed, Nov 11, 2020

5:00p - 6:00p PST




Event Registration