Discover tried and true financial planning strategies that will help you prepare for the year ahead. In this workshop, join Brandon Steele to learn timely investment strategies, details on the Fed’s path for the year ahead, and how to make the most of new legislation, such as the SECURE Act 2.0.

In respect of your time in the evening, we plan to keep the content to 30-45 minutes and will be providing some extremely timely, actionable, strategies to implement right away.