Presentation: Smart Moves for Year-End

Tuesday, 12/3/2024
1:00 - 2:15
Virtual Library

United States

Register

Learn about smart financial moves you might want to take before the new year. 

The pace of life seems to speed up at the end of the year: you’re busy closing deals and finishing projects and then you get caught up in the holiday whirlwind and suddenly it’s all over. Don’t miss your chance to close out the year on a strong financial footing. We’ll work through a checklist of things that need to be done before 12/31 in order to count. From securing your health insurance plan to adjusting your withholding, making tax-deductible charitable contributions, completing Roth conversions, maximizing your retirement plan savings and harvesting losses or gains for a better tax outcome, we’ll help you finish strong and avoid regrets and missed opportunities. 

About the speaker: Heather C. Liston, CFP®, EA, is the Principal at Clarity Financial, a woman-owned, fee-only financial planning firm based in San Francisco. She works with individuals and couples on retirement planning; equity compensation; tax planning; risk management; investments; budgeting, saving, and debt management and more. She also prepares tax returns and teaches courses in financial planning and income tax. 

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An ongoing series of virtual programs focused on supporting job and career seekers, personal finance needs and small business resources.

sfpl.org/work-it

This program is sponsored by Friends of the San Francisco Public Library.

Attending Programs

All programs are drop-in (no registration necessary) unless otherwise noted. All SFPL locations are wheelchair accessible. For accommodations (such as ASL), call (415) 557-4557 or contact accessibility@sfpl.org. Requesting at least 3 business days in advance will help ensure availability.

This program will be conducted in English unless otherwise noted.

Notice: This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the Library’s archival purposes and promotional materials. If you do not want to be photographed, please inform a staff person or the photographer. A sticker will be provided to help identify you so that we can avoid capturing your image.

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The views and opinions expressed in programs presented by groups unaffiliated with SFPL do not necessarily reflect the official policy or position of SFPL or the City.