This session focuses on year-end retirement planning strategies—perfect timing as your clients think about tax planning and year-end financial decisions.

What We’ll Cover:

Q3 market recap and retirement planning perspective

Year-end contribution strategies and tax considerations

Catch-up contributions for those 50+Traditional vs. Roth decision-making

Portfolio rebalancing before year-end

Live Q&A session

This is open to anyone with a 401(k), regardless of where their plan is housed. No registration required—participants simply click the link to join.

Click HERE to register.