Description
We're opening our office for an evening of holiday celebration with our clients, and we'd like you to be there.
We'd love to meet your friends and family so bring someone along with you! As a thank you, anyone with a guest will be entered to win a door prize.
There will be refreshments, and Adam and Kyle will take about 15 minutes to walk through how families are giving to kids and grandkids this year. They'll cover the new Trump accounts, Roth conversions before year end, and how both fit with a 529 or a child's Roth IRA.
The rest of the evening is for catching up. Please RSVP by Friday, December 4. If you're bringing guests, include how many when you register.
Date and Time
Thu, Dec 10, 2026
6:30p - 8:00p EST
Location
Schwallier Wealth Management
This event is hosted by Fee-Only Fiduciary Advisors LLC, doing business as Schwallier Wealth Management, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration doesn't imply a certain level of skill or training. The presentation is for general education only. It isn't individualized investment, tax or legal advice, and no products will be offered for sale at this event. Rules for Trump accounts, Roth conversions, 529 plans and IRAs can change, so talk with your tax professional before acting on anything discussed. Attending doesn't create an advisory relationship. Door prize: no purchase, account or investment is required to enter or win. Each guest who brings a friend receives one entry. The winner will be drawn at the event and doesn't need to be present to win. Prize: [prize and approximate value]. Void where prohibited.