When

Thursday, December 10, 2020 from 12:00 PM to 12:30 PM EST
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Where

This is an online event. 
 

 
 

Contact

Paul Tramontozzi 
Lob Planning Group 
914-428-6440 
paul.tramontozzi@lobplanning.com 
 

Gettting Your Financial Plan Ready for 2021 

It has never been more important to have a plan as you navigate through the complex financial decisions we face in any given year. As this crazy year draws to an end, it's time to make sure we made all of the decisions needed for 2020 and shift the focus to 2021.

In this webinar, I will go over what you need to think about now to make sure that you put yourself in the best financial position for 2021 and beyond. I will cover important deadlines that you will need to know as you plan for year end and I'll give you the framework to build your own financial plan for 2021.