Plan, Save, Prosper: Key Financial Updates for 2025

Are you ready to take control of your financial future in 2025? Join us for an exclusive workshop hosted by Black Diamond Financial Solutions, where we’ll break down the critical tax rates, thresholds, and financial updates you need to know for the year ahead.

What You’ll Learn:

• 2025 Tax Brackets & Deductions: Understand how changes in tax rates and deductions impact your bottom line.
• Retirement Planning Updates: Discover new contribution limits and strategies for 401(k)s, IRAs, and more.
• Maximize Tax Benefits: Learn about key credits, deductions, and gifting exclusions to optimize your financial strategy.
• Social Security & Medicare Insights: Stay ahead with updates on benefit amounts, earnings limits, and healthcare costs.

This workshop is designed to empower you with the knowledge to make informed decisions for a prosperous financial future.

Why Attend?

Gain actionable insights directly from the experts at Black Diamond Financial Solutions, a firm specializing in retirement and wealth planning. You’ll leave with clarity, confidence, and a handy Key Financial Data Card for 2025 to guide you throughout the year.

About the Presenters:

This educational workshop will be presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. 

Kenneth graduated from Penn State University, focusing on finance and law, and has over ten years of wealth management experience. He is passionate about developing tax-centered financial planning strategies and is committed to lifelong learning and client empowerment.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.

Registration is requested and walk-ins are welcome, as space allows. To register by phone, call 302-298-3250.