Hosted By: Lon W. Broske, CFS^®, CFP^® 

Here's What You Will Learn:

• The huge impact that taxes have on your financial plan.
• What the SECURE Act could potentially mean for your heirs.
• Using Roth conversions to possibly offset future tax hikes.
• What is tax-loss harvesting, and how it may help you this year!
• Year-end tax strategies to be considering