Tax Saving and Investment Webinars - TOMORROW

Get ready! Tomorrow, we’re hosting two big webinars packed with must-know insights on key tax, financial, and investment topics. Don’t miss your chance to gain valuable strategies, from tax-saving tips to prime investment opportunities and estate planning advice. These sessions are too important to miss—mark your calendar and be ready to join us!

Tax Credits and Deductions for W2 Employees - at 10am CST - Join our special free session of the Advisory Tax Planning Cohort, hosted by Chase Ravisten, where he’ll share year-end tax-saving strategies specifically for W-2 earners—the toughest group to tax plan for!

Providence Villages - Investment Opporunity - at 2pm CST - On behalf of Cannon Fund, we’re excited to present Providence Village Square—a prime retail development in Providence Village, TX, offering flexible options to meet the growing demand for local services in a booming residential area.

Next Week - Monday, November 25th

Estate Planning & The Future of the Estate Tax   - at 10amCST - Prepare for the 2026 estate tax exemption reduction with strategies to minimize tax burdens, including gifting, trusts, business succession planning, and wealth protection tools.