--- title: "BMSS Family of Companies Presents: Personal Financial & Wealth Strategies" description: Join BMSS and BMSS Wesson Wealth Solutions for a timely webinar focused on practical tax and financial planning strategies to consider before December 31. --- [![BMSS FOC Logo No Names](https://info.bmss.com/hs-fs/hubfs/Logos/BMSS%20FOC%20Logo%20No%20Names.png?width=200&height=118&name=BMSS%20FOC%20Logo%20No%20Names.png "BMSS FOC Logo No Names")](http://bmss.com) WEBINAR # BMSS Family of Companies Presents: Personal Financial & Wealth Strategies For Year-End Tuesday, October 27, 2026 8:30 a.m. - 10:00 a.m. ### BMSS Family of Companies Presents: Personal Financial & Wealth Strategies for Year-End Join BMSS and BMSS Wesson Wealth Solutions for a timely webinar focused on practical tax and financial planning strategies to consider before December 31. We’ll cover key opportunities related to retirement planning, investments, business cashflow, tax strategies, estate and gifting considerations, and other year-end planning items that will help you make more informed financial decisions. This session will provide actionable ideas to help you finish the year strong and plan ahead with confidence. Event Details: Tuesday, October 27 , 2026 8:30 a.m. - 10:00 a.m.   Venue:  Online through Zoom - After registering, you will receive a confirmation email from Zoom containing information about joining the webinar. - Please do not share your link as it is unique to you in providing CPE credit. - Please click **"Add to Calendar"** in the confirmation email so to ensure the link will be available in your calendar appointment. For questions, please email [marketing@bmss.com](mailto:marketing@bmss.com) or, if you would like more information about [BMSS Wesson Wealth Solutions](https://bmsswesson.com/) or [BMSS Advisors & CPAs](http://www.bmss.com), click on the link.   ## Learn from the experts   ![Luke Headshot (Small File) - square](https://info.bmss.com/hs-fs/hubfs/Luke%20Headshot%20(Small%20File)%20-%20square.jpg?width=200&height=200&name=Luke%20Headshot%20(Small%20File)%20-%20square.jpg "Luke Headshot (Small File) - square") ![Amy Stapler 2024 - square](https://info.bmss.com/hs-fs/hubfs/Amy%20Stapler%202024%20-%20square.jpg?width=200&height=200&name=Amy%20Stapler%202024%20-%20square.jpg "Amy Stapler 2024 - square") ![David Hinshaw Headshot - square](https://info.bmss.com/hs-fs/hubfs/David%20Hinshaw%20Headshot%20-%20square.jpg?width=200&height=200&name=David%20Hinshaw%20Headshot%20-%20square.jpg "David Hinshaw Headshot - square") ### Luke Brooks, CFP®, CEPA® Wealth Advisor BMSS Wesson Wealth Solutions ### Amy Stapler, CPA ### Member BMSS Advisors & CPAs ### David Hinshaw, CFP®, WMCP®  Wealth Advisor BMSS Wesson Wealth Solutions [BMSS Advisors & CPAs](http://www.bmss.com)