Wisdom & Wealth | New Rules, New Opportunities – Planning for 2026

• By Financial Insights
• on February 26, 2026
• in Retirement, Tax Planning, Wisdom and Wealth

Thank you to everyone who joined us for Wisdom & Wealth | New Rules, New Opportunities – Planning for 2026.

We were pleased to welcome Alan Hensley, CFP®, who shared timely insights on important retirement and tax planning changes coming in 2026. From key legislative updates to emerging planning opportunities, the discussion was designed to help you stay proactive and move forward with confidence.

If you weren’t able to attend — or would like to revisit the conversation — we invite you to watch the webinar recording by clicking the image below.