You’re invited to our virtual event, "Managing Your Wealth in 2026," on Thursday, February 5th at 5:30 PM. We’ll cover:

• • 2025 market review, 2026 market outlook, inflation trends, interest-rate outlook, a implications for asset allocation
  • Tax-efficient planning and year-ahead moves to reduce your tax burden
  • 2026 Retirement Account Contribution, RMD information and Gifting other limits to be aware of
  • Charitable giving strategies (bunching, donor-advised funds) and RMD gifting 

Register by clicking RSVP and we'll send you a zoom link prior to the meeting.  Please feel free to share this invite with any co-workers friends or family who are nearing retirement or retired and you feel would benefit from this information.