^{2026 Economic Update}

^-Including-

^{Year-End Proactive Tax Planning}

Guest Speaker:  Marc Spiegel, MS(Tax), AIF®,CFP®

Date:  December 2, 2026

Time:  6:30pm

Where:  Burns Community Center
              5510 Clark Ave
              Lakewood, CA 90712

• 2026 Market Recap

• Using the zero capital gains rate

• Charitable deductions for everyone

• New way to plan for itemized and standard deductions

• Inherited IRA rules and how to protect it from creditors

• Why your beneficiaries will love your Roth IRA conversions