Year-end isn’t just about wrapping things up – it’s about laying the groundwork for the year ahead. And while time is ticking, there is still time to pause and make meaningful moves that can impact your financial future.
Invest in yourself and take action to help position yourself for a strong finish in 2025 and a successful start to 2026!
Whether you’re seeking ways to save more or reduce taxes, to take full advantage of your 2025 employer benefits, understand your 2026 benefits, or want to feel more confident about your next steps, this virtual workshop is for you!
Join us and Private Wealth Advisory colleagues for this insightful workshop as we discuss essential actions to consider in this final quarter of the year, including:
- Retirement savings
- Investment strategies
- Tax planning
- Charitable giving and gifting
DETAILS
Wednesday, November 12th
11:30 to 12:30 CT
*Breakouts after the session for networking
Register to receive the event link. We look forward to seeing you there!
OUR SPEAKERS
Neil Davies, CPWA®
Neil leads the firm’s private wealth practice and maintains the Certified Private Wealth Advisor® (CPWA®) designation. Since 2004, he has been advising individual clients on various Topics related to wealth management including investment advisory, retirement, tax and estate planning.
Neil also supports our institutional clients by working with executives on their personal wealth strategies and conducting one-on-one and group educational meetings primarily for pre-retirees. Neil builds partnerships with our private clients with a strong focus on helping them articulate their goals and achieve financial security. Neil focuses on wealth preservation, identifying tax-efficient strategies, and structuring low-cost portfolio solutions. He takes a collaborative, planning-based approach to client service and partners with legal and tax advisors to ensure the integration of a holistic wealth management strategy.
Neil is a graduate of Illinois State University and holds a BS in Finance.
Molly Powers, CFP®
Molly is a Private Wealth Advisor, working with individuals and families on various topics related to retirement and wealth accumulation and preservation. Molly is a Certified Financial Planner™ (CFP®) and graduated with a Bachelor of Science majoring in Recreation, Sports, and Tourism from the University of Illinois at Urbana-Champaign.
Carrie Walters Shapiro, CFP®
Carrie is a Private Wealth Associate advising individuals and families on various topics related to retirement and wealth accumulation and preservation. Carrie is a Certified Financial Planner™ (CFP®) and graduated with a Bachelor of Arts in Psychology (and a Certificate in French) from the University of Wisconsin’s College of Letters and Science.
Please let us know if you would like to have a conversation with us. Email the CAP STRAT Women’s Forum with any questions at womensforum@capstratig.com! Or call us at 630.320.5100.
