AEGIS Financial Lunch & Learn: Year End Tax Planning

Description

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/geuejyv