AEGIS Financial Lunch & Learn: Year End Tax Planning

Join us for Year-End Tax Planning Strategies, a Lunch and Learn focused on making the most of your finances before the year wraps up. We’ll cover key topics like RMDs, QCDs, IRA and Roth contributions, HSA savings, Roth conversions, the SALT deduction, and more—helping ......More

Join us for Year-End Tax Planning Strategies, a Lunch and Learn focused on making the most of your finances before the year wraps up. We’ll cover key topics like RMDs, QCDs, IRA and Roth contributions, HSA savings, Roth conversions, the SALT deduction, and more—helping you finish the year with a smart tax strategy in place! RSVP Required by 10/29/25 RSVP Here: https://lp.constantcontactpages.com/ev/reg/e7q5qwp

AEGIS Financial 4351 W College Ave Ste 110 Appleton, WI United States