'The Gift That Keeps on Giving' - Financial Planning Seminar

Description

The Gift That Keeps on Giving: How a financial plan can transform your future! 

Thursday, December 4th, 2025 from 5:30 pm to 7:00 pm 

Join us for an exclusive year-end seminar where we'll reveal how one well-crafted plan can change the entire trajectory of your retirement - and why this season's smartest gift may not come wrapped in paper. 

What You'll Learn:

• How a financial plan can dramatically change your retirement outcome
• The top missed opportunities we find in 9 out of 10 plans
• Why year-end is a critical time for tax and retirement strategy
• How to gift a financial plan — and why clients loved this program last year 

Whether you’re planning for your own goals or thinking of giving someone else the gift of more financial clarity, this seminar will show you the power of having a real roadmap. 

Seats are limited, and last year’s event filled quickly — please RSVP by November 27th to secure your spot.

CLICK HERE TO RSVP

Can’t make it to our seminar? You can still give the gift of financial clarity.

Whether it’s for parents approaching retirement, adult children starting their careers, or a friend who’s been meaning to “get organized,” a personalized financial plan is a meaningful and lasting gift. It’s not another gadget or sweater — it’s peace of mind. 

Why this gift stands out — and keeps on giving:

• Builds lasting confidence: A clear financial roadmap empowers smarter decisions for years to come.
• Creates deeper family connection: Sparks meaningful conversations around goals, values, and legacy.
• Delivers real impact: From retirement readiness to debt management, each plan is tailored to their unique situation.
• Tax-smart timing: Year-end is the ideal moment to plan ahead — especially with potential tax changes coming in 2026. 

Give a gift that lasts long after the wrapping paper is gone. Give the gift of a financial plan. 

Click here to reserve your ‘Gift That Keeps Giving’ today 

Let’s make this season the one where you — and those you care about — take the next step toward a confident financial future.