Tax, Market, and Estate Planning Strategies for 2026

Your Year-End Playbook: Positioning Your Wealth For What's Next

This has been an unusual year in the financial markets, and more changes may be on the horizon. To help you prepare for a successful end to 2025 and position yourself for the year ahead, we invite you to join members of our tax and investment team for a timely and informative program.

December 9 at 5:30 p.m.

December 11 at 2 p.m.

Brecksville Community Center, 1 Community Drive

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Event Date Tuesday, December 9th at 5:30pmThursday, December 11th at 2:00pm

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Speakers

Mark Sipos

LFG Tax Director

Chad D. Roope CFA ®

Chief Investment Officer

Jerry Herman MBA, CFA®

Consultant/ Portfolio Manager

Key learning objectives:

A look at the One Big Beautiful Bill Act and how it changes your tax plan.
An end-of-the-year market recap and outlook for 2026.
Market-tested strategies to help minimize your taxes.
And much more!

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9035 Sweet Valley Dr. Valley View OH 44125 | lineweaver.net | 216-520-1711
Lineweaver Wealth Advisors, LLC is registered as an investment advisor.

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio.

Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice.

Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. State laws an tax rules and regulations are subject to change at any time.