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As the year comes to a close, it's the perfect time to plan and take control of your financial future. Join this free webinar to learn about all the potential "End of Year Financial Decisions" - guiding you through crucial strategies and choices you can make to positively impact your financial well-being for the next year and beyond. Topics will include:
- Tax planning, benefits, and strategies
- Investment and portfolio review
- Retirement planning
- Debt management and budgeting for next year
- Charitable giving/donations
- Estate planning
- Live Q&A session