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Financial Planning: Planning Ahead for 2025-Cancelled In-Person
December 5, 2024: Financial Planning - Planning Ahead for 2025
As December brings the year to a close, our financial seminar will focus on preparing for the upcoming year and beyond. Amidst the holiday hustle, it’s crucial to take a step back and review your financial strategy for 2025. We’ll cover the importance of establishing a solid financial plan based on your goals and how to use the end of the year for strategic tax moves such as tax loss offsets and charitable donations. This seminar will provide a broad overview of effective financial planning, highlighting key areas to focus on for the upcoming year and offering practical advice for setting and achieving your financial goals.
Registration has closed.