facts & snacks

Facts & Snacks are monthly informative, engaging presentations centered around a specific financial topic or theme. 

2024 Financial Finale:
Year End Financial Strategies for Success

Join us for a casual and informative financial literacy session designed to help you wrap up the year on a strong financial note. We’ll discuss key personal and business end-of-year topics including:

  • Year End Planning – charitable giving, retirement, health savings contributions & more
  • How to make tax season easier on yourself and your provider
  • End of year readiness for business – 1099s, W2s, inventory & closing the books
  • Tracking charitable donation of goods
  • Estimated tax payments – what your provider needs to know to get the most accurate calculations 

 

Pink House Alchemy coffee and pastries included! Come with questions and leave with practical steps to better inform your year-end plan.