Live Webinar

5 Year-End Money Moves

 

Thursday, November 19th
12:00 PM ET

 
We'll cover:
  1. One Big Beautiful Bill
  2. Retirement and tax moves to consider
  3. Charitable giving
  4. Wealth transfer strategies
  5. Planning opportunities for business owners and executives

Register now

Webinar Overview

With the One Big Beautiful Bill Act now in effect, 2026 brings permanent tax changes alongside new, time-limited planning windows.

In this webinar, our planning, trust, and tax specialists walk through actionable strategies to consider before December 31 – from retirement contributions and Roth conversions to charitable giving, estate planning, and business owner strategies – so you can close out the year with confidence.

You'll learn:

  • What the One Big Beautiful Bill Act made permanent, what’s temporary, and what’s new for 2026
  • Retirement and tax moves to consider before year-end, including maximizing contributions and sizing Roth conversions to your bracket
  • Smarter charitable giving under the new rules, including QCDs, appreciated securities, and donor advised funds
  • Wealth transfer strategies to consider with the $15M estate and gift exemption
  • Planning opportunities for business owners and executives, plus a 2026 year-end checklist to put to work

Speakers

dana-vosburgh-headshot

Dana Vosburgh, CFP®

Managing Director of Advisory Services

veronica-van-nest-headshot

Veronica A. Van Nest, JD

Director of Trust Services

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Christina Drain, CPA

Tax Consultant

About Manning & Napier

We strive to be your one-stop shop for financial wellness, which is why we consider all aspects of your financial health, from investments to taxes and more, to build your plan. And with regional service teams throughout the US, we’re prepared to meet you wherever you are – physically and financially.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.