As the year comes to a close, it’s the perfect time to review your financial plan. Even small adjustments made before December 31 can have a meaningful impact on your taxes, wealth, and future goals. Our year-end financial planning guide highlights key strategies to optimize your tax strategy ans strengthen your plan.
Before December 31, small financial moves can make a big difference. This guide covers:
Maximizing Tax-Advantaged Retirement Contributions
Strategizing Gifting Before Year End
Revisiting Estate & Wealth Transfer Planning
In-Person Education Session Tuesday, October 13, 2026 | 5:30 pm CST
Join us as Brett Sebion, Paige Altmann WMS™ , and Brenna Johnson CFP® from the Emerj360 and Trust Point teams share insights on what to consider so you can plan for a comfortable retirement. Our experts will discuss the following and more:
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