Start 2025 with Financial Clarity

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Take control of your finances and start 2024 feeling empowered and prepared.
Kick off 2025 on the right financial foot by joining our FREE educational presentation, hosted by financial planning and tax experts.

​💡 Gain the knowledge you need to make smart money moves this year.

Topics include:

💵 New Tax Brackets – Understand how they affect your take-home pay.
🎁 Annual Gift Limits – Maximize your giving potential.
📑 Tax Prep Essentials – Stay ahead with key forms and deadlines.
💸 Income & Expense Changes – Adjust your plans for life’s surprises.
👵 Milestone Ages – Learn what to do at key life stages.
🏢 Employee Benefits – Take full advantage of what your employer offers.
💰 IRA & Retirement Contributions – Secure your future with smart savings.
📥 RMDs (Required Minimum Distributions) – Navigate these important withdrawals.

Don’t miss this chance to take control of your finances and start 2025 feeling empowered and prepared.

About the Speakers
​Dawn Mabery Chestnut, CFP®, MSPFP, MPAS™, AIF® is a CERTIFIED FINANACIAL PLANNER™ and Real Estate Financial Planning Coach. 

Verline Murat, EA is an IRS Enrolled Agent and QuickBooks Pro Advisor

    Reserve Your Spot!
​Disclosures Disclaimer  Privacy Policy  ADV
Dawn Mabery Chestnut is a Fee-Only Investment Advisor registered with the District of Columbia, Maryland, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at (202) 670-6659 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from Mabery Consulting with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, https://www.maberyconsulting.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
ALL RIGHTS RESERVED   COPYRIGHT © 2011
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