Presented by Matt Donaghue, CFP®, CLU®, CLTC®, AIF®, AIFA®, PPC®, NSSA®, RICP® and Kenneth Hamilton, CFP®, RICP®, CDFA®

The financial headlines tell you what changed. This webinar explains why it matters.

Each year, updated tax brackets, retirement contribution limits, Social Security thresholds, Medicare premiums, and estate planning rules quietly reshape the financial decisions people make, often without them realizing it. The 2026 Key Financial Data brings all of those changes together in one place. But raw numbers alone do not create better outcomes. Understanding how they interact with your income, your age, your retirement timeline, and your tax exposure does.

In this webinar, Matt Donaghue and Kenneth Hamilton break down the 2026 Key Financial Data and translate it into real-world planning implications. With decades of combined experience in retirement income planning, tax-aware strategies, insurance planning, and fiduciary financial advice, they move beyond charts and tables to focus on decision-making.

You will learn how changes to tax brackets and standard deductions influence withholding and estimated tax planning, why updated retirement plan contribution limits can materially affect long-term outcomes, and how Social Security taxation thresholds and Medicare income adjustments can quietly erode cash flow if left unmanaged. The discussion also covers estate and gifting limits, capital gains thresholds, and health-related planning items that tend to catch families off guard later in life.

Most importantly, this session connects the data to people, working professionals, retirees, business owners, widows, and families who are trying to make smart decisions in an environment where small planning mistakes compound over time. The goal is clarity, not complexity.

Whether you are approaching retirement, already retired, or simply want to understand how 2026 rule changes affect your financial picture, this webinar will give you a framework for turning information into action.

Who should attend

• Professionals and business owners concerned about taxes and cash flow

• Pre-retirees and retirees navigating Social Security and Medicare decisions

• Families thinking ahead about estate and legacy planning

• Anyone who wants to understand how policy changes affect real life, not just spreadsheets

About the presenters
Matt Donaghue and Kenneth Hamilton are CERTIFIED FINANCIAL PLANNER™ Practitioners at Mission Financial Planners. Their work centers on retirement income strategies, tax efficiency, insurance planning for catastrophic risks, and holistic financial planning that aligns money decisions with real-world goals, not market noise.