Please join us for this in-person client event. This event is designed for clients who are seeking to understand the complexities of the tax code and gain insights into the potential strategies to minimize exposure.  Tax code changes are on the horizon, and we want to help clients become prepared for that.  We will discuss strategies on how to potentially minimize the effect that tax changes may have on your retirement and your financial plan.

This event is a must-attend for anyone seeking to stay informed and proactive about their financial and tax planning.

• Tax rates are set to increase in 2026.
• New President and Congress may change tax code again.
• Rules on retirement accounts keep changing (SECURE Acts 1&2).
• How should you be thinking about YOUR plan?

RSVP is required to attend.  You can register with the link or call us at 925-370-3750 ext. 0.

Event partially sponsored by Lincoln Financial.