The end of the year has a way of arriving faster than expected. And by the time January comes around, some financial planning opportunities may already be behind you.

Join Mirjana Kljajic, Founder and CEO of MGK Wealth, for an educational webinar focused on financial decisions worth reviewing before December 31.

We’ll discuss areas that may deserve another look before year-end, including retirement planning, taxes, investment accounts, charitable giving, required distributions, estate and beneficiary considerations, and planning for changes in your life.

We’ll also look beyond individual financial decisions and ask a bigger question: Has your financial plan kept up with what changed in your life this year?

Topics will include:

• Year-end tax planning considerations
• Roth conversion opportunities
• Retirement account contributions and distributions
• Capital gains and losses
• Required minimum distributions
• Charitable giving considerations
• Beneficiary and estate planning reviews
• Cash reserves and upcoming expenses
• Concentrated investment positions
• Planning considerations for those approaching retirement
• Financial decisions that may be worth addressing before January

This webinar is designed to help you understand what may deserve your attention before the calendar turns—not to overwhelm you with a year-end checklist.

Financial planning should help you make thoughtful decisions today while preparing for what may come next.