Year-End Financial Planning: What You Need to Know

As the year is coming to a close, it's the perfect time to start thinking about your financial planning for the upcoming year. With that in mind, we're excited to invite NYRAC members and guests to an exclusive event hosted by Citizens Private Bank, in partnership with Citizens Private Wealth, titled "Year-End Financial Planning: What You Need to Know."

This event will provide you with valuable insights and strategies to ensure you are well-prepared for the financial year ahead. Our team of experts will cover key topics such as the One Big Beautiful Bill Act (OBBBA), tax planning, investment opportunities, retirement strategies, and much more. It's a fantastic opportunity to get advice and strategy from industry professionals.

Don't miss out on this chance to take control of your financial future and make informed decisions. We look forward to seeing you!

Attendees should confirm that their attendance and acceptance of food, beverage and other amenities to be provided and paid for by Citizens are not prohibited by applicable laws and regulations, or by any applicable codes of conduct or ethics maintained by their organization. Upon request, Citizens will provide any attendee a good faith estimate of the value of the event and related amenities for any attendees who may need to seek pre-approval of such amounts from their organization. Please reach out to the contact listed on the event invite to request such information.

Advisory services may include discussion or information regarding tax planning; however, advice given is not intended to and does not constitute tax advice of any kind. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.

SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE

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