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RSVP Now: Year-End Strategies for Tax/Estate Planning with the OBBB

RSVP Now: Year-End Strategies for Tax/Estate Planning with the OBBB

November 07, 2025

RSVP HERE FOR THE VITRUAL EVENT ON 11/21/25 at 2PM ET TODAY

Year-end is approaching fast - and so are important tax and planning deadlines. With new legislation like the One Big Beautiful Bill reshaping the landscape, now is the time to understand how these changes could impact your wealth, business, and estate strategy.

Join Travis Ruane, MBA, AIF®, CPFA, Partner at Associated, alongside guest speaker Michael Raczkowski, J.D., CFP®, Senior Vice President and Head of Advanced Planning at Highland Capital Brokerage, for a timely discussion designed to help you finish the year strong.

When: Friday, November 21, 2025 at 2:00 PM EST
Featuring: Michael Raczkowski, J.D., CFP®, Senior Vice President and Head of Advanced Planning at Highland Capital Brokerage
Hosted by: Travis Ruane, MBA, AIF®, CPFA, Partner at Associated Financial Consultants & Investor Services

This session is perfect for clients, families, and business owners who want to stay proactive - not reactive - about their financial plan.

Don’t wait — seats are limited. RSVP now to secure your spot!