2025 Year-End Tax Planning Seminar - October 9, 2025

Citadel Wealth Management

Thursday, Oct 09, 2025

6:00 p.m. - 7:00 p.m.

citadel-financial-credit-union-clint-smedley

Presented by Clinton R. Smedley, CFP®, CPWA®, CLU® Wealth Advisor

Citadel - West Chester Branch

1209 West Chester Pike
West Chester, PA 19382

Join Citadel Wealth Managements Wealth Advisor, Clinton Smedley CFP®, CPWA®, CLU® & Dean Mioli, CFP®, CPA, for a complimentary, no-obligation tax planning seminar.

Topics we'll cover include:

  • When to take the standard deduction vs. itemizing
  • Breaking down the 'One Big Beautiful Bill Act' & its impact on tax planning
  • Recent changes to 'No Tax on Tips or Overtime' & how it works
  • What you should know about auto loan interest deductions
  • Actionable ideas to consider before year-end

Refreshments will be served. Register today!

 

Citadel Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments: • Are not FDIC/NCUSIF insured • May lose value • Are not financial institution guaranteed • Are not a deposit • Are not insured by any federal government agency.

For more information concerning the services your financial representative can offer, please see FINRA Broker Check or Form ADV Part 2B.

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