Live with MainStreet – Year End Planning

Live with MainStreet

Live with MainStreet – Year End Planning

In November’s Live With MainStreet, Anna is tackling how to tackle your year-end financial planning.

She’ll be going over:

  • Maximizing retirement benefits
  • Reducing your taxable income
  • Tax loss harvesting

And more!

Are you ready to tune in? Let’s go!

Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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