18
Nov
The Compass Series. Finish 2026 Financially Strong: A Coordinated Year-End Planning Review
Description
The Compass Series. Finish 2026 Financially Strong: A Coordinated Year-End Planning Review
What to review, what may require action, and what can wait until 2027.
As the end of the year approaches, some financial decisions come with a December 31 deadline, while others give you more time. Knowing the difference can help you focus on what actually deserves your attention.
Join Lake Financial Group for the next webinar in our Compass Webinar Series, where we'll walk through practical year-end financial planning considerations and help you identify the areas that may be worth reviewing before the calendar turns.
We'll discuss questions such as:
- Are you taking full advantage of your retirement savings opportunities?
- Are there tax, investment, or Roth conversion decisions worth reviewing before year-end?
- Have you addressed any required retirement distributions?
- Could charitable giving strategies play a role in your year-end planning?
- Are your HSA, FSA, insurance, and workplace benefits still aligned with your needs?
- When should beneficiary designations and estate documents be reviewed?
- Which items really need attention before December 31, and which ones can wait?
The goal isn't to give you another overwhelming year-end checklist. It's to help you identify what applies to you, understand the important deadlines, and know what questions to discuss with your financial advisor, tax professional, or attorney.
If you'd like to head into 2027 with fewer loose ends and a clearer financial plan, this webinar is for you.
Date and Time
Wed, Nov 18, 2026
12:00p - 1:00p CST
Location
Virtually Via Teams: https://teams.microsoft.com/meet/295467674067944?p=H5C4t0b758GCehA2tP
The speakers and presenters appearing at this seminar are solely responsible for the content of their presentations and may not necessarily represent the opinions of Equitable Advisors, LLC and its affiliates. Neither Equitable Advisors, LLC nor any of its representatives are in the business of giving tax or legal advice. Attendees should consult with their own professional advisors to determine the appropriateness of any course of action.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Lake Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.AGE-9198900.1 (10/26)(Exp. 10/30)