Trojan Wealth: Year-End Tax Planning

November 21, 2025 12:00 - 13:00 PST

Join Jimmy Suh, Trojan Wealth Management Financial Advisor, to discover strategies to optimize your year-end finances, minimize taxes, and make the most of your Social Security benefits.

What You Will Learn

  • Effective year-end planning tips to set yourself up for success.
  • Tax harvesting strategies to minimize liabilities and boost returns.
  • Social Security insights to make the most of your benefits.

Register Now!

Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. USC Credit Union, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies.

Not FDIC/NCUA insured | No Financial Institution Guarantee | May Lose Value