Join us for an informative and engaging session on Year-End Tax Planning featuring nationally known speaker Alan Roman, JD, LLM, ChFC, CLU.

Event: Finish Strong: Year-End Tax Strategies
Date: Monday, November 9, 2026
Time: Noon – 1 PM Arizona Time
Platform: Zoom (link to follow upon RSVP)

As Director of Advanced Strategies with Connect Wealth Solutions, Alan brings a wealth of knowledge and expertise to help you better understand the tax-planning opportunities available before December 31. He’ll share insights designed to help you make informed financial decisions and prepare for the year ahead.

Whether you’re looking for ways to be more tax-efficient, maximize opportunities, or simply get a better handle on your year-end financial checklist, this is a session you won’t want to miss.