Join Jason Duffaut, CFP®, CAP®, CPFA®, CExP™, Kenneth Hamilton, CFP®, RICP®, CDFA®, and Matt Donaghue, CFP®, CLU®, CLTC®, AIF®, AIFA®, PPC®, NSSA®, RICP® of Mission Financial Planners for a practical, year-end financial planning session designed to help you finish strong in 2025 and start 2026 with confidence.

This interactive webinar walks you through the 2025 Last-Chance Financial Planning Checklist—a powerful tool that covers the most important tax, investment, insurance, and retirement strategies to review before the calendar turns. You’ll learn how to:

• Take advantage of key age-based milestones (50, 55, 59½, 62–70, 73) that impact your retirement accounts and Social Security decisions.

• Identify last-minute tax opportunities, including Roth conversions, charitable gifting, loss harvesting, and deductions impacted by the One Big Beautiful Bill Act.

• Optimize investment allocations, cash flow, and income planning for the coming year.

• Review insurance, estate, and healthcare coverage to ensure your family’s financial foundation is solid.

Whether you’re approaching retirement, managing a business, or simply seeking to make smarter decisions before year-end, this session will help you clarify priorities and take informed action across the Five Pillars of Financial Freedom—Income, Investments, Insurance, Tax, and Estate Planning.

Don’t leave money on the table. Spend an hour with our team and learn how proactive planning today can set you up for a more secure tomorrow.