Year-End Financial Moves That Make a Difference

Hosted by Tyler Adams, CFP® — Baird Wealth Management

The final months of the year offer some of the most powerful opportunities to strengthen your financial plan — if you know where to look.

In this free, 60-minute in-person workshop, you’ll discover practical strategies to lower taxes, optimize savings, and prepare for the year ahead.

What you’ll learn:

• How to make smart year-end tax moves — Roth conversions, tax-loss harvesting, charitable giving, and 0 % capital-gain harvesting.
• Retirement-readiness check-ups: where to focus before year-end if you’re within 10 years of retirement.
• Cash-flow and savings strategies to finish strong and start January with clarity.
• Estate and legacy updates worth reviewing before December 31.
• A simple action checklist you can take home to apply what you learn right away.

Whether you’re planning for early retirement, managing multiple financial priorities, or simply want to get organized before tax season, this session will help you end the year confident and prepared.