FINISH THE YEAR STRONG!
As the year winds down, smart investors are already thinking ahead!
This month's expert panel dives into three critical areas every investor should be addressing before year-end:
- Taxes — Practical strategies to close out the year with maximum deductions
- Financial Planning — Key moves to protect the gains you've built in 2026
- Custodian Structuring — How to set up your accounts now for your 2027 strategy
Whether you're a seasoned investor or just getting started, this session will give you actionable insight to head into the new year with a clear plan.
📅 September 15th, 2026
🕠 5:30-8:00 PM
📍 Highland Brewing Event Center
First-time guests attend FREE!!!
CREIA meets monthly, every 3rd Tuesday — grab a drink, meet fellow investors and build your team! Also, check out our calendar for the focus group schedule!