03
Dec
SAVE THE DATE!! Equity Market Update and Year-End Proactive Tax Planning for 2026 Presentation and Lunch
Description
Please join us for our
"Equity Market Update and Year-End Proactive Tax Planning for 2026"
workshop given by WillowTrusts Jim Nowak!
This will be an informative event as we discuss potential year-end strategies that could help investors minimize taxes and solidify their overall financial planning.
Bring a friend! Guests are welcome!
Seating is limited! Please Register by 11/25/2026.
Let us know about any allergies or dietary restrictions in the message section when you register. Be sure to list the names of any guests as well.
LPL Financial and WillowTrust Wealth Management are not tax professionals. We encourage you to discuss your specific tax issues with a qualified tax advisor.
Date and Time
Thu, Dec 03, 2026
11:45a - 1:00p EST
Location
TBD
NC
Note
We ask that you arrive no earlier than 11:30am. Lunch will be ready at 11:45am, and the presentation starts right at noon. If you have any dietary needs or would like us to save you a front table for better access, just let a team member know and we’ll be happy to help.