Smart Planning Never Goes Out of Style
As the year draws to a close, it’s an ideal time to revisit your financial, tax, estate, and business plans to be sure they reflect your current needs and position you well for 2026 and beyond.
As 2025 comes to a close, our Advanced Planning team created essential year-end planning tools designed to help you take meaningful action—whether you're focused on financial, tax, estate, or business strategies.
Explore the webinar replays, related checklists, and upcoming events below. For personalized guidance, reach out to your advisor to discuss how these strategies may apply to your specific goals and help you prepare for 2026 and beyond with confidence.
Putting Your Financial House in Order
Listen as Karin Christenson, senior wealth planner, and Allison Pierce, wealth planning team leader, share insights on a number of strategies to consider, including charitable and family giving, estate and risk planning, and income and tax strategies.
And don’t forget to download our supporting checklist, designed to help streamline your planning process and spark meaningful conversations with your advisor.
Financial Planning Checklist
Putting Your Financial House in Order Webinar
Maximizing Outcomes for Complex Wealth Plans
Listen as Senior Wealth Strategists, Dolly Donnelly and Matthew Lee guide you through the essential building blocks of smart year-end planning tailored to complex financial profiles and long-term goals. During this conversation, they will cover many topics, including estate planning and tax mitigation strategies, income tax planning, and family governance and infrastructure. Gain clarity, confidence, and actionable insights to help you close out the year with purpose.
And don’t forget to download our supporting checklist, designed to help streamline your planning process and spark meaningful conversations with your advisor.
Advanced Planning Checklist
Maximizing Outcomes for Complex Wealth Plans Webinar
Forward-Looking Planning for Business Owners
Listen as Chief Wealth Strategist Marguerite Weese and Head of Family Office Experience Blair Talty discuss ways business owners can make the most of year-end planning. The conversation includes guidance on optimizing your 2025 tax position, operational continuity and financial resilience, how to support long-term leadership transitions, exit strategies, and aligning your business goals with your broader financial picture.
And don’t forget to download our supporting checklist, designed to help streamline your planning process and spark meaningful conversations with your advisor.
Forward-Looking Planning Checklist
Forward-Looking Planning for Business Owners
Get our featured insights on today’s top issues
Sign up to receive our timely thought leadership publications and podcasts designed to keep you informed of important industry trends.
How can we help?
Please complete the form below and one of our advisors will reach out to you.
*Required Field