It’s hard to believe that 2023 is already coming to an end. Now is the perfect time to look at different aspects of your financial life to make sure that you are heading in the right direction. Financial planning can seem a bit overwhelming, but the Conrad Siegel team is here to walk you through it. We’ll also be joined by Jim Pyne – our firm's resident healthcare expert.
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Together, weÂ’ll discuss important year-end planning considerations including:
Maximizing tax benefits from your employer provided plans
Deciding if Roth conversions are right for you
Donating to charities in the most tax efficient way
Healthcare open enrollment decisions
When: Thursday, October 5th @ 4:00 PM Eastern
Where:Â Virtual- Join us from wherever you are most comfortable!
Offices: Harrisburg, PA | Lancaster, PA | Naples, FL
All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to CSIA or its investment advice, analysis or other advisory services.
