In this fourth episode of Money Monday, I will be going over all the issues you should be thinking about before the end of the year (see below), plus any questions submitted by attendees. If there is a question you would like me to answer, please email me at kylet@leetownadvisors.com.
Note- if you register AFTER the event, you will be sent a recording of the webinar!
https://us02web.zoom.us/webinar/register/WN_gBae3pB4Q0uLLWq43P-80g
Passcode- 123
-What should I do to maximize my retirement savings?
-What should I do with my employee benefits/insurance?
-What issues should I consider as a business owner?
-What are my options for charitable planning?
-Should I do a Roth conversion?
