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Lisa Brown, CFP®, CIMA® Dec 17, 2021 1:00:50 PM < 1 min read

5 Last-Minute Financial Moves For Working Professionals

The year is coming to a close, but before you turn on your Out of Office reply, make sure you’ve wrapped up your personal financial plan for the year! Join Brightworth financial advisors to learn what last-minute actions you need to take with your money before year-end.

Topics include:

  • 401(k) savings
  • Lowering Taxes
  • Maximizing Insurance benefits
  • Updating Investments
  • Getting ready for next year


Watch here:



Lisa Brown, CFP®, CIMA®

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future."