Session Details

Tuesday, October 20, 2026 | 9:35 AM - 10:05 AM EST

5 Ways to Protect More of Your Wealth Before Year-End

As 2026 comes to a close, are you making the most of your remaining wealth planning opportunities? In this fast-paced presentation, Ryan Walker, CFP®, CEPA of Meristead Wealth will reveal five timely wealth strategies that affluent investors should consider before December 31. From uncovering tax-saving opportunities and managing concentrated stock positions to retirement tax planning, charitable giving, and strategic wealth transfers, Ryan will highlight potential paths to help reduce taxes, manage investment risk, and position your wealth for 2027 and beyond. Discover why some of the most important financial decisions of the year may still be ahead of you.

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Ryan Walker, CFP, CEPA
Senior Wealth Manager
Meristead Wealth

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