End-Of-Year Tax Strategies from a Planner's Perspective

Flip the script on your taxes! Don’t let Uncle Sam retire on your dime! Join us for an exclusive, in-person seminar designed to help you finish 2025 strong with proven end-of-year tax strategies that can save you money now and in retirement. Hosted by Life Strategies Financial Partners at The Pinnacle Club in Augusta, this session will feature: Kelly Renner, MSF, CFP® — the only Ed Slott Elite IRA Advisor in the Augusta area, trained by America’s IRA Expert and backed by exclusive Ed Slott strategies and content. We will also have Michelle Anthony, CPA — owner of Lighthouse Business & Risk Solutions Inc., available to answer your toughest questions. What you’ll learn: Why Roth conversions (including back-door Roths) may be a smart move before year-end How high-income earners can maximize savings beyond 401(k) contributions Hidden IRA tax traps and how to avoid them Smart strategies for reducing taxable income before December 31st Exclusive, new Ed Slott content. The evening includes engaging educational discussions, actionable strategies, and a Q&A session with Kelly Renner. You will gain direct access to professional insights and that can impact your financial future.