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:
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Cash Flow: Perform a subscription audit and stop monthly leaks.
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Debt: Strategies to tackle high-interest debt (Snowball vs. Avalanche).
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Taxes: Tax-loss harvesting and Roth conversions.
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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