Don't miss out on this opportunity to learn valuable insights on year-end financial planning. Here are some of the topics we'll cover:

• What changed for you in 2023?
• Should you engage in tax-loss harvesting?
• Are you considering itemizing deductions?
• How to approach gifting?
• Estate strategy review
• What steps you can take NOW before welcoming the new year

We do not provide tax or legal advice or services.  You should consult a qualified accountant or attorney regarding your personal situation.

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