Vita Financial Year-End Checklist
As the year draws to a close, now is the perfect time to ensure your finances are on track for 2025. This is your chance to review key financial areas—from income and investments to expenses and taxes—so that you can start the upcoming year with confidence. Join this one-hour Vita Financial workshop to gain insights on optimizing your financial strategy, prioritizing your goals, and securing your financial future. Topics include:
- Income and Expenses – actual results vs. projections
- Savings and Investments – results review and goal adjustment
- Debt Management – strategies for managing debt and maintaining healthy credit
- Tax Planning – deductions, credits, and strategies for minimizing tax liabilities
- Retirement Planning – maximizing contributions, understanding tax benefits
Presented by:
- Drew White – Director of Implementation, Vita Financial
- Kate Sussman – Financial Advisor, Vita Financial
- Nick Benzor – CEO, Benzor Capital Wealth
- Lee Jamison – CPA, Equity Business & Tax Advisors
Watch the workshop online
For those who could not attend the workshop or wish to revisit the presentation, a video of the session is available online. Click the play button on the video above or click this link to view at your own pace and revisit key points.
Stay tuned for more Vita Financial workshops and events. We are committed to providing valuable learning opportunities that empower you to Own Your Story. If you have questions, please reach out to us and schedule an appointment.
