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CA Department of Financial Protection & Innovation: End-of-Year Financial Planning


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