Broker Check
20 Oct
2021 Last-Chance Financial Planning Webinar


The end of 2021 is coming sooner than we know it, and the end of the year brings a deadline for some planning opportunities. Please join our advisors Craig Pesce, CFP and Kelsey Ponesse, CPA, on October 20, 2021 at 12:00pm for a 45 minute webinar, where they discuss key, time-sensitive planning strategies to consider before the year is over. Some questions we will address regarding year-end planning topics will include:
  • Investments - asset allocation, cost basis questions, loss harvesting.
  • Age milestones - social security at 62, Medicare at 65, required minimum distributions at 72, catch up contributions at 50, etc.
  • Retirement accounts strategies - how to max out your plan, Roth IRA conversion scenarios, retirement plans for self employed individuals
  • Tax planning opportunities before 2021 is over - cost basis, potential deductions and credits, charitable donations, tax proposals.
  • Other changes in life that trigger planning opportunities - moving to a new state, selling large assets, refinancing, marriage. 
  • And more!
For reference during the webinar, download your copy of the 2021 Last Chance Financial Planning Checklist below. This checklist will be the basis for our discussions and can help you keep track of what planning strategies apply to you and your family.

This webinar is open to all who are interested in this topic. If you feel someone in your circle, or one of your clients, would benefit from this information, invite them!

CLICK HERE to download your 2021 Last Chance Financial Planning Checklist.

Date and Time

Wed, Oct 20, 2021

12:00p - 12:45p EST


Zoom Webinar Meeting


Event Registration

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