5 Things To Do Before the End of 2026 Prerecorded Session (Presented By: Craig Ferrantino, CWS®, CFF®)
December 8 @ 7:00 pm - 7:30 pm EST
The year is almost over, so what should you do before the new year?
Join us to learn…
– Important deadlines are coming up for retirement strategies and potential tax advantages for the 2026–2027 planning year
– Current requirements for 2026 and prepare for 2027 following policy changes
– Strategies that may need to be completed before year-end due to legislative changes