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.
Join Us November, 18th 2026
12pm-1pm
Virtually Via Teams
Next: in the series: Estate Planning Essentials: Wills, Trusts, Beneficiaries & Beyond
When: December 16th 2026, 12pm-1pm. RSVP