Money Matters: Tax Strategies & Making Your Nest Egg Last

Tax season may come once a year, but every day we make financial choices that impact our future. Are you up to date on what still qualifies for deductions? Wondering how the new Secure Act changes your IRA or required minimum distributions? Curious how the “One Big Beautiful Bill” affects you—or whether there are smarter, tax-advantaged ways to use your IRA? 

Join us for a straightforward 90-minute seminar where Financial Planner and CPA experts break down what you need to know as you prepare for your 2025 taxes. Clear guidance, practical strategies, and answers you can trust.