Webinar - Planning Opportunities & Policy Updates That Matter to You

Zoom
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Are you prepared for the financial landscape of 2026? This year is filled with changing economic conditions, evolving tax guidelines, and new legislation. The decisions you make today can have a lasting impact on your financial future. No need to worry; we’re here to help!

Join us for an hour-long session where we will summarize the updates that may impact you in 2026. 

Why do these changes matter? 

  • Tax and retirement rules continue to evolve
  • Higher limits create new planning opportunities
  • Proactive coordination can materially improve outcomes

Agenda:

  • 2026 Retirement Contribution & Deferral Limits
  • OBBB Legislative Spotlight
  • Trump Account Overview
  • 2026 Tax Season Prep
  • How to download your 1099
  • Q & A

We will also showcase AccountView, which gives you a simple and convenient way to access your LPL Financial accounts anytime, anywhere, on any device. You can access Account View through a web browser to check your investment portfolio holdings, view account balances, and importantly, download important documents like your 1099 statements. 

Details:

Date: Thursday, February 19, 2026

Time: 5:00 pm - 6:00 pm

Location: Zoom

RSVP: Registration is required. Click here to save your spot:  https://us06web.zoom.us/webinar/register/WN_nG30gWeaRjCB--mWEMVSKQ

Host: Trevor Holen, CFP®

 

 

Originally from Nebraska, I relocated to the Denver area and joined Johlfs Wealth Management in 2020. Today, I live in South Denver with my wife, Taylor, and our poodle, Oli.

As a Certified Financial Planner™ (CFP®) at Johlfs Wealth Management, I focus on helping clients facilitate financial freedom through customized, comprehensive strategies. My approach encompasses tax planning, retirement income strategies, risk management, employer benefits analysis, education funding, and estate planning.