complimentary workshop

Year-End Tax & Charitable Planning

Tuesday, November 17th

11:30–1:00 PM

Patriots’ Hall | Dripping Springs, Texas

Planning Considerations Before Year-End

 

Topics include:

  • Year-end tax planning considerations
  • Required Minimum Distributions (RMDs)
  • Qualified Charitable Distributions (QCDs)
  • Charitable giving strategies
  • Retirement account distribution considerations
  • Current tax law updates affecting retirees
Who Should Attend?

Individuals preparing for retirement, retirees, family members assisting with retirement planning, and anyone interested in learning more about these topics!

RSVP Today!

Please fill out the form below to let us know you’re coming.
We look forward to seeing you there


This Event Is One of Many Workshops:  

The Fall 2026 Retirement Education Series 

A three-part educational series designed to help individuals better understand important retirement decisions and current planning considerations.

All events are open to the public. Light lunch will be provided. Advance registration requested. 

IMPORTANT INFORMATION 

These workshops are provided for educational purposes only. This information presented is general in nature and should not be construed as legal, tax, investment, or accounting advice. Individuals should consult with their own qualified legal, tax, and financial professionals regarding their specific circumstances. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA?SIPC. Advisory services offered through Cambridge Investment Research Advisors Inch., a Registered Investment Advisor. Cambridge and Texas Hills Financial Group are not affiliated. Cambridge does not offer tax or legal advice.