The 2026 wealth reset: Maximizing your 401(k)

A live, practical session to help you lower taxes, capture more employer dollars, and make confident decisions for 2026.

The start of a new year is the best time to audit your financial health. With new IRS contribution limits for 2026 and changing career milestones, a "set it and forget it" approach to your 401(k) could cost you thousands over time.

Whether you are already contributing or just getting started, this session gives you a clear, simple blueprint to make sure every dollar you save is working as hard as possible.

What we’ll cover:

• What changed for 2026: New IRS contribution limits and catch-up rules for those 50+.

• Traditional vs. Roth: How to choose the option that best supports your long-term tax strategy.

• The "raise" rule: How small increases today can dramatically change your future balance.

• The "free money" check: How to make sure you are fully capturing your employer match (if offered).

• 401(k) fundamentals: A quick refresher on how your plan actually works.