Broker Check

Illinois Office

2403 Harnish Drive, Ste. 201

Algonquin, IL 60102

Florida Office

5245 Office Park Blvd. Suite 103

Bradenton, FL 34203
10 Dec
10 Financial Tips Heading Into 2026

Description

Don't head into the new year without a game plan. Join Certified Financial Planner Jim Hendricks for a high-impact session revealing the 10 essential moves you need to make before 2026. We’ll move beyond simple investment advice to cover a complete financial check-up.

Agenda Highlights:

  • Cash Flow: Perform a subscription audit and stop monthly leaks.

  • Debt: Strategies to tackle high-interest debt (Snowball vs. Avalanche).

  • Taxes: Tax-loss harvesting and Roth conversions.

  • Planning: Estate document reviews and optimizing your emergency fund.

Register now to secure your spot and start 2026 with confidence.

Date and Time

Wed, Dec 10, 2025

11:30a - 12:00p CST

Location

Online

PT30M

Event Registration

Will you be able to attend this event?