Wealth Wednesdays: End of Year Tax Strategies for Families
Details
ATTN: Please ensure you register at this link to access our event:
https://www.wannabefreetribe.com/wealth-wednesdays
If you only RSVP on Meetup, you will not receive the link to join the webinar.
Quick question...
When was the last time you thought about your taxes BEFORE it was time to file them?
If you're like most of us, probably sometime around March or April. š
We gather our documents, cross our fingers, and hope we don't owe Uncle Sam too much money.
But what if there are things we could be doing NOW to make tax season a little less painful?
Because here's something worth knowing: Tax preparation and tax planning are two very different things.
And with 2026 coming to a close, now's a good time to find out what opportunities might still be available to your family.
This month's Wealth-Building Wednesday is all about:
END-OF-YEAR TAX STRATEGIES FOR FAMILIES
I'll be joined by Gary Watts, CFPĀ®, EA, CTC, founder of Watts Advisors, a tax-first financial advisory firm based in Walnut Creek, California.
Gary specializes in helping families and business owners make smarter financial decisions by looking at the tax implications BEFORE making those decisions.
We'll explore things like:
āļø Potential tax-saving opportunities to review before December 31st
āļø Family-related tax benefits and retirement planning considerations
āļø The difference between tax preparation and proactive tax planning
āļø Common tax mistakes and misleading advice to watch out for
āļø Questions you should be asking your tax professional before the year ends
And yes, we'll leave time for your questions!
You don't need to be a tax expert, a business owner, or have a six-figure income to join us. Just a parent who wants to make smarter decisions with their hard-earned money.
EVENT DETAILS
š
Wednesday, November 18, 2026
š 1:30 PM Pacific / 4:30 PM Eastern
š» Live Online via Google Meet
šļø Free to attend!
REGISTER HERE:
https://www.wannabefreetribe.com/wealth-wednesdays
Your microphone and camera will be turned off during the webinar, so feel free to show up in your pajamas! š You can still participate and ask questions through the chat.
Looking forward to seeing you there!
Nia š
Disclaimer: This webinar is for educational purposes only and does not constitute individualized tax, legal, investment, or financial advice. Always consult a qualified professional about your specific situation.
