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5 Ways to Protect More of Your Wealth Before Year-End
As 2026 comes to a close, are you making the most of your remaining wealth planning opportunities? In this fast-paced presentation, Ryan Walker, CFP®, CEPA of Meristead Wealth will reveal five timely wealth strategies that affluent investors should consider before December 31. From uncovering tax-saving opportunities and managing concentrated stock positions to retirement tax planning, charitable giving, and strategic wealth transfers, Ryan will highlight potential paths to help reduce taxes, manage investment risk, and position your wealth for 2027 and beyond. Discover why some of the most important financial decisions of the year may still be ahead of you.
Ryan Walker is a financial professional with a wealth of experience in guiding clients through complex financial landscapes. He began his career in the financial services industry during the bear market of 2008, helping investors navigate a challenging economic environment. Before joining Meristead, he served as an associate financial planner and spent approximately eight years with a large registered investment advisor, where he played a key role in developing personalized financial strategies that helped clients achieve their financial and retirement goals.
Ryan graduated from Bridgewater State University with a bachelor’s degree in Operations Management, concentrating in Finance. As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Exit Planning Advisor (CEPA), he is uniquely qualified to support business owners navigate their transition plans.
Originally from the Boston area, Ryan has called the West Coast home since 2013 and lives in SW Washington State. In his free time, he enjoys hiking in the gorge, boating along the Columbia River, and exploring diverse cuisines and cultures around the world.
