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Members-Only Event: Smart Tax & Investment Moves For 2025

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The end of the year is a great time to think about ways to lower your tax bill, boost your retirement savings, and set yourself up for success. But with new tax laws, updated rules, and an IRS that’s stretched thin, it can be hard to know what steps to take—and when. Join us October 15th at 12pm ET for a live webinar with audience Q&A discussing key tax tips and tricks. Whether you’re managing your own taxes or guiding clients, this webinar will help you close out 2025 on the right note and get a head start on 2026.














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