Join us for this virtual education session on tips that can make your investing and financial planning more tax savvy. John Petika and Justin Waring from UBS – The Petika Wealth Management Group will discuss:

- Managing Capital gains

- Revisit your retirement contribution strategy

- Give to others, not the IRS

- Other planning considerations

- Provisions and developments that may shape the retirement planning landscape in 2026 and beyond.

This event will be hosted via Microsoft Teams. Please use the link below to join the meeting at the scheduled start time.

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Call in Number 

Phone: 1-551-350-7788

Conference Id 679116359#

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Meeting ID: 332 047 530 765 1

Passcode: vZ9Xj9as

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Phone conference ID: 679 116 359#