Trojan Wealth: Year End Planning

November 20, 2026 12:00 - 13:00 PST

Join Jimmy Suh, Trojan Wealth Management Financial Advisor, to learn about year-end planning and social security.

What You Will Learn

  • Planning for 2027
  • Tax Harvest Strategies

Register Now!

Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. Trojan Wealth Management, USC Credit Union, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies. Securities, insurance, and advisory services are:

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