Dream Retirement

End of Year Planning


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Welcome to our First Friday series that we’re doing on the First Friday of the month at 12:30 pm CST. We’re going to be LIVE on Facebook and talking about a different topic each time and this month the topic is “End of Year Planning.”

I know that this is a conversation that is on a lot of people’s minds right now, so I thought this topic would be timely in December and look forward to 2021. Many people right now are asking what they should be doing with regards to end of year planning, so we’re going to cover a couple of things today.

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Dream RetirementBy Bertram Financial