Presidio Capital Management, LLC — SEC Registered Investment Advisor — CRD #304501 — 12626 High Bluff Drive, Suite 150, San Diego, CA 92130 — (858) 461-4959
Retirement 201 · The Year-End Playbook
Your playbook for the tax moves and market risks that matter before December 31.
Four 45-minute live webinars for Retirement 101 alumni. Two on the markets after the midterms, two on year-end tax strategy built around a real-world case study. Each one ends with a complimentary Year-End Tax and Investment Review.
Live online · 3:00 p.m. PT · Starting Tuesday, November 10
Market Risk After the MidtermsYear-End Tax StrategiesPositioning for 2027
Why now
Once December 31 passes, the window closes.
Many of the most valuable 2026 tax-planning opportunities disappear at year end. At the same time, a post-midterm market and new rules for 2027 are changing how retirees invest, withdraw, give and pass on wealth. The Year-End Playbook covers both.
7 tax moves to consider before December 31
| 1 | Roth conversions before December 31 |
| 2 | Capital-gain and tax-loss harvesting |
| 3 | RMDs, inherited IRAs and QCDs |
| 4 | The new charitable-deduction rules |
| 5 | The expanded SALT deduction |
| 6 | Medicare IRMAA and Social Security tax traps |
| 7 | Year-end gifting and estate planning |
Every class includes
FORMAT
45 Minutes, Live
Online from home at 3:00 p.m. PT, with time for your questions.
CASE STUDY
Real Numbers
Â
Q&A
Your Questions Answered
Â
NEXT STEP
Complimentary Review
A Year-End Tax and Investment Review
The Year-End Playbook
Four classes before December 31.
Two on the markets, two on taxes. Live online at 3:00 p.m. PT. Register for the ones that matter most to you, or come to all four.
â—Ź Marketsâ—Ź TaxesReal case studyComplimentary review
Class 01 · Markets Tuesday · 3:00–3:45 p.m. PT |
MarketsSeries kickoff
Market Risk After the Midterms
What the election results could mean for markets, interest rates and your portfolio, and what history shows about the year after a midterm.
âś“ Election results and the policy outlook
âś“ Rates, inflation and the Fed
âś“ How markets have behaved after past midterms
âś“ Stress-testing your own portfolio
Class 02 · Taxes · Case Study Wednesday · 3:00–3:45 p.m. PT |
TaxesReal case study
Year-End Tax Strategies, Part 1
Retirement accounts and investments: the moves that have to happen before December 31.
âś“ Roth conversions before December 31
âś“ Capital-gain and tax-loss harvesting
âś“ RMDs, inherited IRAs and QCDs
âś“ Medicare IRMAA and Social Security tax traps
Class 03 · Taxes · Case Study Wednesday · 3:00–3:45 p.m. PT |
TaxesReal case study
Year-End Tax Strategies, Part 2
Giving, deductions and your estate, plus a first look at what changes in 2027.
âś“ The new charitable-deduction rules
âś“ The expanded SALT deduction, and why it matters in California
âś“ Year-end gifting and the $15 million estate exemption
âś“ Preview: the new 2027 retirement tax rules
Class 04 · Markets Wednesday · 3:00–3:45 p.m. PT |
Markets
Market Risk: Positioning for 2027
The capital markets update: where the risks are heading into the new year, and how to position before it starts.
âś“ Valuations and market concentration
âś“ Interest rates and the bond market
âś“ Rebalancing before year end
âś“ What to watch in 2027
Complimentary · Before December 31
Book your Year-End Tax and Investment Review
Can't make a class, or want to apply the playbook to your own situation? Meet with our wealth managers for a review built to work alongside your CPA.
Your Instructors
The same faces from Retirement 101
Our instructors teach Retirement 201 together. While one teaches, the other answers your questions in the chat.
Dustin TenBroeck
CFP® · CEPA® · Founder, Retirement 101
Dustin has over 20 years of experience delivering retirement advice to families and individuals. He created the Retirement 101 platform in 2013 to bring financial education to local communities and help people understand how to live a meaningful life in retirement and make smart decisions about their finances. He regularly holds retirement courses across Southern California through prestigious institutions such as UC Irvine, Soka University, and Cal State Fullerton.
Dave Chenet
CFP® · CFA® · CAIA® · Director of Wealth Management
Dave has almost two decades of experience assisting individuals along their path to and through retirement. A true student of the industry, he has a passion for supporting families with investment management and retirement planning so they can stress less about the future and focus on the things that really matter. A Chartered Financial Analyst since 2012, Dave is an active member of the CFA Society of San Diego and the Financial Planning Association.
Free Estate Readiness Score
Is your trust actually doing its job?
Many estate plans look complete on paper but have gaps: an unfunded trust, an outdated beneficiary, a missing document. Take our short self-assessment to see where yours stands before class.
Questions
Frequently asked
Do I need to have taken Retirement 101?
Yes. Retirement 201 is reserved for Retirement 101 alumni, because it builds directly on what you learned there. If you haven't taken Retirement 101 yet, contact us and we'll help you reserve a complimentary seat in an upcoming class.
Is this a sales pitch?
No. Retirement 201 is education, taught by the same advisors who teach Retirement 101. At the end of each class we'll explain the complimentary Year-End Tax and Investment Review, once, and you can decide whether it's right for you.
How much does it cost, and how long is it?
There's no cost to attend. Each class runs 45 minutes live online, including time for your questions. Come to one class or all four.
Can my spouse join?
Please do. These decisions are best made together, and you're welcome to watch from the same screen.
The Year-End Playbook
Don't let December 31 decide for you.
Save your seat for the classes that matter most to you, or book a complimentary Year-End Tax and Investment Review with our wealth managers.