2026 Focus Partners Financial Planning Webinars
Focus (formerly Benefit Financial Services Group) is a wealth management firm offering financial planning and investment advisory services. This December, Focus is hosting a series of complimentary educational webinars covering important financial topics, including year-end tax planning, Roth contributions, and estate planning. Each session will provide practical insights and guidance to help participants make informed decisions about their financial futures.
Year-End Tax Planning (December 3rd, 10am PT, 1pm ET) – Paul Horn, CFP, Henry VanBuskirk, CFP, Chad Noorani (moderator)
- Spot opportunities before year-end: From higher SALT deductions to expanded business write-offs, find out how to take advantage of new rules before December 31.
- Plan with confidence: Get clear, actionable guidance to help you keep more of what you earn and avoid surprises next tax season.
- Register here.
Roth Contributions (December 10th, 10am PT, 1pm ET) – Sophia Liu, CFP, Arash Navi, CFP, Chad Noorani (moderator)
- Learn why tax diversification matters in retirement
- Why higher income earners still may benefit from Roth contributions
- How recent legislative changes (SECURE ACT 2.0) may impact how you save
- Registration link coming soon.
Estate Planning (December 17th, 10am PT, 1pm ET) – Keith Johnson, CFP, Mike Allbee, CFP, Chad Noorani (moderator)
- Common estate plan designs and learn the difference between a Will and a Trust
- How to avoid the common pitfalls in estate planning
- What are the biggest mistakes people make?
- Registration link coming soon.