This months "First Friday Focus" will be at

1:00 PM CST on December 1st.

Our December Friday Focus will be

All about Year-End Planning; What's Important and What's Not

During this First Friday Focus, we will be talking about
the important things that need to be done before 2023 is closed and in the books.

We will be hitting some important tax-planning strategies that are often overlooked including...

• Tax harvesting opportunities in your brokerage accounts

• Tax planning with IRA's - Are you Maximizing Your Distributions?
• Tax Planning in IRA's - Contributions can wait
• Plus, Important Family Conversations that cannot be put off

We will be joined by some special guests and you will be able to ask them your questions during live Q&A or by submitting ahead of time via email.

As a bonus, all who register will receive a free guide, "Take Charge of Your Taxes"

Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:

• How inflation could affect your tax bill
• Why proactive planning can help give you financial confidence
• How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy

(Register below and we'll send you the link for our Zoom call at
1:00 PM CST Friday, December 1, 2023.

enter Information

Here to Register

Office: 229 High St.

Mineral Point, WI


Call 608.987.1511


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