Money Monday #4- Year End Planning (Taxes and More)

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

Note- if you register AFTER the event, you will be sent a recording of the webinar!

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-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?

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