Make informed financial decisions with greater confidence. Join us at the YMCA for a FREE educational workshop exploring the fundamentals of tax planning and strategies that can support your long-term financial goals. Come learn, ask questions, and gain a better understanding of the financial planning strategies available to you.

Learn about tax-efficient investing, traditional and Roth IRAs, retirement savings strategies, and ways to make the most of gifting and charitable giving opportunities. We'll also explore tax-advantaged savings accounts and estate planning basics. Whether you're preparing for retirement, thinking about your financial future, or simply looking to better understand your options, this workshop offers valuable information and practical insights to help you make more informed decisions.

Presented by Max Ruffcorn, CFA, CPWA®
Vice President | Wealth Management Advisor | Portfolio Manager, Merrill

Wednesday, November 18
10:30 AM
YMCA Y South – STRIDE Room
FREE and open to the community! 

Please PRE-REGISTER HERE (FREE).  For questions, email Sharon Howland at [email protected].

Please note: This workshop is for educational purposes only and does not provide individualized tax, legal, or investment advice. Please consult your qualified tax professional regarding your personal circumstances.