Last week, Dean Barber and Bud Kasper, CFP®, AIF® took some time to review five important estate planning documents that everyone should have for National Estate Planning Awareness Week. Well, National Estate Planning Awareness Week is actually a part of National Financial Planning Month. While we aim to educate people about financial planning year-round, Logan DeGraeve, CFP®, AIF® and Chris Rett, CFP®, AIF® are celebrating National Financial Planning Month by sharing seven financial planning opportunities you don’t want to miss. Let’s run through that list of financial planning opportunities you don’t want to miss before going in depth on each one. 

Retirement Plan Checklist: https://bit.ly/3tVJLvm

Become a Rothaholic: ttps://bit.ly/40aI09M 

Tax Rates Sunset in 2026 & Why That Matters: https://bit.ly/3QvdrIC

How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo

What Is a QCD?: https://youtu.be/vpdl1ZUlcNc

Understanding SECURE 2.0 with Ed Slott: https://youtu.be/HHPMo9l0yeg?si=UH5hURDrua8saA8j

5 Strategies to Reduce RMDs: https://youtu.be/feuUGXPQtdE

5 Key Estate Planning Items to Address: https://youtu.be/Q_alVikgn6c

Unexpected Expenses and How to Plan for Them: https://youtu.be/HbhdqYyp2uA

Financial Planning Tool: https://bit.ly/3Mi6kku

Meet with Us: https://bit.ly/45QqHvY