Year-End Made Simple: Money Moves to Make Before December 31
Details
Some of the smartest money decisions of the year come with a deadline: December 31. In one hour, we'll walk through what to check before the year ends. That includes your benefits, your 401(k), your taxes, your investments, and your family's protection. We'll cover it all in plain English. You'll leave with a one-page checklist you can act on right away. Nobody will sell you anything. We start at noon and end at 1:00 sharp.
Agenda
• 11:45 Doors open. Grab lunch and a seat.
• 12:00 Welcome
• 12:05 Year-end money moves, in four parts:
• Your benefits and 401(k)
• Your taxes
• Your investments
• Your family
• 12:35 Your questions
• 1:00 We end on time