Financial Wellness Lunch & Learn: Tax Season

Prepare for the tax season with your future in mind and join us for our next virtual financial wellness lunch & learn on Wednesday, March 5, 12:30 p.m. on Teams.

Our Merrill Lynch advisors will be back to discuss essential strategies, tips, and resources to help you get ahead this tax season and answer all your financial management questions.

You will learn key tax changes for the new year, how to organize your documents, maximize deductions, how to avoid mistakes, what tax strategies you can implement for the next year, and much more.

Open to all KP employees and physicians, for attending the lunch & learn, you will 4 Wellness University credits you can redeem towards great rewards.

When: Wed., March 5, 12:30 p.m.

Where: Teams 

In preparation for the talk, please review the following helpful resources:

• 2025 Contribution Limits and Tax Reference Guide
• Capital Gains Dilemma
• How to make the most of your assets in a former employer’s retirement plan