Education - Paladin Financial

November 5th 12:00pm CST

Q4 2025 Webinar: Get a Head Start on Tax Season: Practical Steps to Take Before Year-End

SPECIAL ANNOUNCEMENT!

Join us for an engaging and informative webinar featuring Jeff Foley, CFP®, founder and Investment Advisor Representative at Paladin Financial, and William Nusser, owner of Simmons & Simmons Public Accountants.

As the year comes to a close, Jeff and William will share their combined expertise to help you prepare for a smooth and stress-free tax season. You’ll gain practical, year-end strategies to optimize your tax situation, coordinate your investment and tax planning, and gather the right documentation to make filing easier.

This discussion is designed to leave you feeling confident and ready to start 2026 on solid financial footing. Whether you’re already part of the Paladin Financial community or simply looking for expert insight, you’ll walk away with clear, actionable steps to finish the year strong—and hear an exciting announcement from Paladin Financial about a new opportunity that will benefit you in 2026 and beyond.

Your Presenters: Jeff Foley & William Nusser

Jeff Foley, CFP®, is the owner and founder of Paladin Financial located in Arden Hills, Minnesota. Jeff serves as an Investment Advisor Representative, providing a holistic approach to wealth management and offering income planning, asset maximization, legacy planning and tax strategies.

William Nusser is a licensed Enrolled Agent from Hutchinson, KS that has a passion for hard work. Proudly Simmons & Simmons has been his only place of employment since graduating from Washburn University in 2010. In 2017, he purchased the firm from Kevin and Joe Simmons.