Webinar Recording: Your Year-End Financial Checklist

by Advice Chaser
by Advice Chaser

At the end of the year, you may make resolutions, buy a new planner, or start working toward a new goal. But it’s also a great time to take stock of your finances and decide on any changes you need to make. This webinar addresses adjusting your contributions to retirement and HSAs, preparing for a tax-efficient year, evaluating your cash on hand, bills, and more. Jeff Costa, a Certified Financial Planning practitioner who specializes in crafting holistic plans for individuals, is presenting. Attendees will come away with year-end strategies to keep their finances on track.

Want to Learn More?
You may enjoy these other webinars:
Financial Planning Stimulation
Financial Basics Series: Understanding Risk
HSAs: The Secret to a Goals-Based Plan


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