The end of the year is the perfect time to review your financial plan and make smart tax moves before December 31.

Join Certified Financial Planner™ David Fontaine for an informative and timely Year-End Planning Workshop where we’ll cover:

Hosted by David Fontaine, CFP®
Date & Time: October 29, at 4:00 PM ET 

Topics Covered:
✅ Key 2025 Tax Planning Strategies
✅ Smart Retirement Plan Funding Tips
✅ Portfolio Rebalancing & Market Outlook
✅ Charitable Giving and Gifting Opportunities
✅ Updates on SECURE Act & RMD Rules

Can’t make it? Don’t worry, register below and we’ll send you the recorded video after the session. Also, feel free to share this invitation with a friend or family member who could benefit from learning about retirement planning. 

This webinar is part of the services we offer to our valued clients. If you’ve been invited or are joining as a guest, welcome! We’re excited to share this knowledge with you. We look forward to connecting with you at the event!