We’re heading towards the end of 2024 and our time is almost up to do any "last chance" financial planning.
Let's make sure YOU have all of your bases covered with no loose ends as we transition out of 2024 and into 2025. We will provide you with a checklist that can help you discover things that may need attention before the year is up. It’s brief and touches on eight key areas. It's a very handy tool that can help you to head into 2025 in good shape.
We hope you can join us.
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