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MAP Workshop (Money, Assets, and Planning)

It’s that time of year again — time to gather your receipts, statements, and financial documents as you get ready to file your 2025 taxes. But tax prep isn’t just about looking back at last year. It’s also the perfect moment to understand what’s new for this filing season and what adjustments you can make now that may lead to a smoother, more favorable outcome when you file in 2026.

Join us for a practical and engaging session where we’ll walk through the key tax changes for the 2026 filing year. We’ll cover updated deduction amounts, retirement contribution limits, changes from the Big Beautiful Bill, and any other new shifts that could influence your tax palnning strategies.

Whether you’re a seasoned filer or someone who wants more clarity and confidence during tax time, this workshop will help you understand the landscape and take control of your planning. Bring your questions — and walk away feeling more prepared, more informed, and more empowered.

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January 28

SIP. CONNECT. ELEVATE.