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.Together, we’ll discuss important year-end planning considerations including:Maximizing tax benefits from your employer provided plansDeciding if Roth conversions are right for youDonating to charities in the most tax efficient wayHealthcare open enrollment decisions
When: Thursday, October 5th @ 4:00 PM Eastern Where: Virtual- Join us from wherever you are most comfortable!
