Tax season is in full swing and everyone is busy, but early in the year is the best time to tune up your financial plan to reap the benefits all year long. We’re here to help!
You’ve been selected to join the new quarterly edition of the Inner Circle Sessions, your chance to go deep with advanced financial planning insights from Devin at Plancorp Wealth Management.
Join us on February 25th for the first session outlining missed or under-utilized tools the strongest financial plans for high-earners should include. Is the check engine light blinking on your plan without your knowledge? We’ll cover opportunities for tune ups like:
– Retirement Alignment: From checking your contributions to consolidating accounts to reduce fees, we’ll run through what you should be checking regularly.
– Equity Check: Don’t let equity comp sit unmanaged, we’ll dig in on what to do.
– Legacy: It may sound far off, but there are key things to review within your estate plan and we’ll point them out.
Bonus Q&A: Bring your questions to the session and keep the conversation going by booking an private 1:1 session with Devin.
RSVP today to secure your seat.
