Year End Tax-Wise Planning & Roth Conversion Must-Knows
Join us for an exclusive live workshop, where we'll tackle your top questions on essential year-end tax planning strategies and key Roth conversion insights.
Discover actionable steps you can take now to make the most of your tax planning before the year wraps up!
Event Details:
- Date: Wednesday, November 20th
- Time: 2:00 PM – 3:00 PM EST
- Location: Online – The comfort of your own home!
Enter Your Name and Email to Register
Your Hosts
Aaron Rheaume, CKA®, leverages his experience and Certified Kingdom Advisor® designation to provide families with biblically informed financial guidance. Since joining FEG in 2015, Aaron has been dedicated to helping families prioritize and manage their financial health through a balanced, values-driven approach he calls the “Fives of Life”—Faith, Family, Fitness, Friends, and Finances.
Grant Soliven, AIF®, brings extensive experience in financial planning, covering retirement plans, insurance, trust and estate planning, and the U.S. tax code. Drawing on years of experience and mentorship through economic challenges, Grant helps families focus on long-term financial stability and clarity.
Aaron and Grant look forward to sharing insights to support your family’s financial journey!
