Webinars & Events

Year-End Financial Planning & Market Outlook | Lutz Webinar

Written by Lutz | Dec 4, 2024 7:28:34 PM

October 8, 2025 | 11:30 AM - 12:30 PM | Webinar

As the year draws to a close, are you positioned for financial success in 2025? Join Lutz financial experts Josh Jenkins and Justin Vossen for a comprehensive webinar that combines strategic year-end financial planning with an insightful market outlook. Learn how to fine-tune your financial strategy and gain valuable perspectives on current market conditions to inform your decision-making. 

KEY TAKEAWAYS: 

  • Year-End Financial Planning Strategies
  • Current Market Analysis
  • Tax-Efficient Investment Approaches
  • Aligning Financial Goals with Market Realities 

SEMINAR LEVEL:

Intermediate 

WHO SHOULD ATTEND:

Individuals & Business Owners