Wealth Building Mastermind: New Year New You

Thursday, December 18, 2025

4:00 – 6:00 PM (Networking to follow)

RE/MAX Transitions | 34155 Center Ridge Rd, North Ridgeville, OH

Event Overview

This month we are focusing on setting your foundation for next year. Before the new year arrives, let’s get your finances and your goals organized so you walk into January ready to go.

My financial advisor will be sharing simple ways to create a budget that works, how to set up your accounts, and how to plan for the year with intention. We will talk about what to track, what to automate, and how to align your spending with your goals so you can grow personally and professionally.

If my tax professional is available, he will also join us to answer questions on tax prep, deductions, and how to stay ready for tax season before it arrives.

Whether you are an agent, an investor, or someone who wants to start the new year strong, you will leave with a clear vision and a simple plan you can follow.

Bring your toy and your notebook. It is time to build your 2026 wealth plan.

Other details TBA