Webinar
November 17, 2026 03:00 PM US/Central
2026 Year-End Financial Checklist: What to Do Before December 31
Before the Year Ends, Take a Closer Look at Your Financial Plan
A few thoughtful decisions now can help you and your family prepare for the year ahead.
đź“… Date: Tuesday, November 17, 2026
⏰ Time: 4 PM Eastern | 3 PM Central | 1 PM Pacific
Year-end is an important time to look across your financial life and make sure the pieces are working together.
From retirement accounts and tax planning to charitable giving, insurance, and your estate plan, there are decisions and deadlines worth reviewing before December 31. It’s also an opportunity to think about what has changed for you and your family this year and what you may want to prepare for in 2027.
Join Meristead Wealth for a practical discussion on key financial planning opportunities to consider before 2026 comes to a close.
We’ll cover:
Financial Planning: Review retirement distributions, account organization, insurance coverage, and other year-end planning priorities.
Tax Planning: Explore IRA contributions, Roth conversion considerations, charitable giving, and other year-end tax opportunities.
Preparing for 2027: Revisit estate and beneficiary plans, education savings, and potential changes for the year ahead.
We hope you’ll join us!
Zach Laws
Zach Laws is a Wealth Manager at Meristead Wealth, where he works with clients to develop goal-oriented financial plans tailored to their unique needs and circumstances. Before joining Meristead, he served as a Financial Solutions Advisor at Merrill Lynch
, helping families pursue long-term investment goals through comprehensive financial planning. Zach earned a bachelor’s degree in managerial finance from University of Mississippi, is a Chartered Retirement Planning Counselor (CRPC®), and holds the FINRA Series 66 license. Based in Dallas and working out of Meristead's Texas office, he enjoys golfing, hunting, and traveling in his free time.