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🎅 Santa’s Christmas Movie Matinee!

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Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC, and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

Live Event

New Tax Laws. New Estate Rules. New Risks. Is Your Retirement Ready?

Thursday, January 29th at 6:00pm

Topics covered include

How the 2026 tax law changes may dramatically impact your IRA, RMDs, and retirement income plan.
How Roth conversions, QCDs, and other tax planning strategies will change under the new tax landscape.
New estate planning rules taking effect—and the key updates every retiree should review immediately.
What everyone wished they knew before receiving an inheritance.
The biggest risks facing retirees in 2026—and how to prepare your portfolio accordingly.
How our Advance & Protect investment strategy is built to manage risk in today’s shifting markets.

This event is for informational and educational purposes only and does not constitute investment, legal, or tax advice. Strategies discussed may not be suitable for all individuals. Investing involves risk, including possible loss of principal. Advisory services are offered through Barzideh & Nadeau Wealth Management, LLC, a registered investment adviser. Attendees should consult their own financial professionals before acting on any information presented.

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