Title: AAII + BetterInvesting: Year-End Tax Planning

Title: AAII + BetterInvesting: Year-End Tax Planning
The American Association of Individual Investors (AAII) and BetterInvesting (BI) invite you to a joint webinar focused on our shared mission: helping individual investors gain the tools and confidence to make informed decisions.
Why Attend?
2025 brings some of the most significant tax opportunities we’ve seen in years, but only if you know where to look.
With major OBBBA changes already in effect and even bigger ones coming in 2026, smart tax planning now can mean real savings later. Join us for a FREE educational event to uncover the strategies, deductions and IRA moves that matter most this year.
Charles Robtlut, CFA will provide a clear overview of OBBBA legislation and guide you through the most important 2025–2026 tax changes, focusing on immediate year-end moves and which provisions are temporary versus permanent.
Christi Powell, CFP®, RICP® will explain the key 2025 rule changes affecting Roth conversions and QCDs, and show how both strategies can be powerful tools for tax-efficient retirement planning.
This is the sixth and final installment of the AAII and BetterInvesting webinar series for the year, which was held on the fourth Tuesday of each month in 2025.
📅 When
Join us on Tuesday, November 25, 2025, at 7:30 p.m. Central Time / 8:30 p.m. Eastern Time / 6:30 p.m. Mountain Time / 5:30 p.m. Pacific Time.
What You’ll Learn
· Understand the major OBBBA-driven tax changes for 2025 and 2026, including which benefits are temporary and which are permanent.
· Learn actionable year-end planning strategies for 2025 and key steps to prepare for the significant rule shifts coming in 2026.
· Discover how the updated 2025 rules impact Roth conversions and when converting can create long-term tax advantages.
· Learn why Qualifying Charitable Distributions (QCDs) remain a powerful tax-efficient giving strategy and how to use them effectively.
Meet Your Presenters
Charles Rotblut, CFA
Charles Rotblut, CFA, is a vice president and financial analyst at AAII. He is the editor of the AAII Journal, created both the PRISM Wealth-Building Process and VMQ Stocks, co-created AAII Dividend Investing and authors the weekly AAII Investor Update email. Rotblut regularly speaks to the media, including CNBC and Kiplinger. He is formerly a Wall Street Journal expert panelist. His book, “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio,” was published in November 2010.
Rotblut holds the Chartered Financial Analyst (CFA) designation and has analyzed both publicly traded and privately held companies.
Christi Powell, CFP®, RICP®
Christi Powell, CFP®, RICP®, is the founder and owner of Falcon Financial of Oklahoma, LLC, in Edmond, OK. Her goal is to help clients achieve their financial and personal goals with as little risk as possible using low-cost, transparent ongoing management. Christi has held the Certified Financial Planner® (CFP®) since 2007 and also holds the Retirement Income Certified Professional® (RICP®) designation. She is a member of the board of directors of the Financial Planning Association of Central Oklahoma. Christi is a long-term volunteer with BetterInvesting, a non-profit dedicated to educating and empowering individual investors and clubs to be successful long-term investors. She has served as local, regional, and national volunteer since 2000 and is a popular instructor at many events.