Year-End Made Simple: Money Moves to Make Before December 31
Hosted by The Made Simple Lunch Series
Downloads an .ics file · Times are in America/Denver · Google Calendar
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Event details
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Add to calendar · Downloads an .ics file · Times are in America/Denver · Google Calendar
Some of the smartest money decisions of the year come with a deadline: December 31. In one hour, we'll walk through what to check before the year ends. That includes your benefits, your 401(k), your taxes, your investments, and your family's protection. We'll cover it all in plain English. You'll leave with a one-page checklist you can act on right away. Nobody will sell you anything. We start at noon and end at 1:00 sharp.
Agenda
11:45 Doors open. Grab lunch and a seat.
12:00 Welcome
12:05 Year-end money moves, in four parts:
Your benefits and 401(k)
Your taxes
Your investments
Your family
12:35 Your questions
1:00 We end on time
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