CliffsList
Year-End Made Simple: Money Moves to Make Before December 31
A one-hour session covers year-end considerations for benefits, a 401(k), taxes, investments, and family protection. Attendees receive a one-page checklist, can ask questions, and are told nothing will be sold.
AI summary · From the event listing
November 12, 2026 · 11:45 AM – 1 PM
More Coffee House, 6160 S Syracuse Way, Greenwood Village ·
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Get a one-page checklist of year-end actions covering benefits, a 401(k), taxes, investments, and family protection; the listing says attendees will not be sold anything.
AI · From the event listing
Organizer’s description
Some of the smartest money decisions of the year come with a deadline: December 31. In one hour, we'll walk through what to check before the year ends. That includes your benefits, your 401(k), your taxes, your investments, and your family's protection. We'll cover it all in plain English. You'll leave with a one-page checklist you can act on right away. Nobody will sell you anything. We start at noon and end at 1:00 sharp. Agenda • 11:45 Doors open. Grab lunch and a seat. • 12:00 Welcome • 12:05 Year-end money moves, in four parts: • Your benefits and 401(k) • Your taxes • Your investments • Your family • 12:35 Your questions • 1:00 We end on time
Hosted by The Made Simple Lunch Series
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