As the end of the year approaches, are you confident you’re making the right financial moves? Join us for November’s Wealth Strategies webinar to hear from seasoned tax strategists Kelsey Clair CPA, CPWA® and Eric Wikstrom, CPA, CFP®, CPWA®.

Whether you want to optimize your tax strategy, explore smart investment decisions, or set yourself up for a strong start to 2026, this session will equip you with actionable tips and expert guidance you need to know heading into year-end.

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