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Year-End Strategies
Free to members; sponsored by Transamerica
Course Information
Earn: 1 NAPFA CE, 1 CFP®  CE
Content Level: Intermediate
NAPFA Subject Area: A - Financial Planning Process

Sponsored by:
Course Description

November and December are filled with the joys of the holiday season, and before you know it, it’s New Year’s Eve. But there are certain strategies that need to be implemented by the end of year and, in a culture of do-it-yourselfers, year-end planning is an area where you can show your value to clients beyond investment guidance. Comprehensive year-end planning is a way to differentiate yourself and show your clients that you’re focused on their personal circumstances — not just their portfolio.

This Partner Solutions webinar is sponsored by Transamerica.

Learning Objectives
  1. Learn to see your clients through a wider lens, understanding how their choices and habits will impact their financial well-being.
  2. Understand the year-end conversations to have with your clients on topics like tax planning and taking a closer look at retirement plans and qualified accounts to demonstrate how you can help clients navigate recent life changes as well as plan for uncertainty.
  3. Learn about recently updated changes coming in 2026 based on the OBBBA, giving clients a head start on planning strategies for next year.
Speaker

Mike Sosnowski, CFP®, CLU®, ChFC®, RICP®, CFS®
Director of advanced markets for Transamerica

Mike Sosnowski, CFP®, CLU®, ChFC®, RICP®, CFS®, brings more than 20 years of experience in financial services to his role as director of advanced markets for Transamerica, helping financial professionals build their businesses, He joined Transamerica as an internal wholesaler in 2008 before moving to Advanced Markets in 2012.

Mike travels the country presenting on advanced financial planning strategies involving Social Security, Medicare, estates/trusts, qualified plans, and IRAs. As a certified continuing education (CE) instructor, he also contributes to the ongoing development of Transamerica’s internal financial planning classroom curriculum.

Mike is a graduate of Colorado State University and holds FINRA Series 6, 7, and 63 registrations, as well as a Florida life insurance license.

Summary
Availability:
Registration Required
Access expires on Nov 19, 2025
Location:
Online Meeting
Date / Time:
Nov 18, 2025 3:00 PM - 4:00 PM ET
Cost:
Member: $0.00
Non-Member: $19.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
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