As the year closes, now is the time to make the financial moves that can shape your 2026 success.
Join Kevin Thompson, CFP®, RICP®, EA, Founder and CEO of 9i Capital Group, for a 30-minute webinar designed to help you finish 2025 strong — and start the new year on solid ground.

In this exclusive session, Kevin breaks down the key actions that individuals, retirees, and business owners should take before December 31 to reduce taxes, optimize investments, and protect wealth.

You’ll learn:

• How to maximize deductions and credits under the extended TCJA

• Smart Roth conversion and charitable giving strategies before year-end

• What to review in your portfolio and retirement accounts now

• Steps to improve cash flow, insurance coverage, and estate planning

• How to build a year-end financial checklist that sets up next year’s plan

Whether you’re looking to minimize your tax bill, rebalance your portfolio, or simply get organized before 2026 — this session will give you the clarity and action plan you need.