Wealth Planning

Investments & Planning Process

Additional Solutions

Get to Know Us

About Focus Partners

Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

 Let's Chat

November 20th, 202511:30 a.m. CT

November 20th, 2025 | 11:30 a.m. CT

Virtual

Register Now

Year-End Tax Planning: Set Yourself Up for Success in 2026

As 2025 comes to a close, now is the perfect time to review your finances and take advantage of strategies that can help reduce taxes and strengthen your financial plan for the year ahead. 

This year’s One Big Beautiful Bill Act (OBBBA) introduced several new tax provisions that may have an impact on how you save, invest, and give. Join Chief Planning Officer Jeffrey Levine for a discussion on how these changes—and upcoming updates from the SECURE Act 2.0—could affect your planning in 2025 and 2026.

In this session, you’ll learn how to: 

• Make the most of year-end opportunities like Roth conversions and tax-loss harvesting

• Decide when to adjust the timing of income or deductions to your advantage 

• Use charitable giving and gifting strategies to create meaningful tax benefits 

• Stay on track with estimated tax payments, retirement contributions, and other key deadlines 

• Understand how recent tax law changes could influence your financial strategy for 2026

Register Now

Featured Speakers

  • Jeffrey Levine

    Chief Planning Officer

    Learn more about Jeff

    Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.

  • Don Rochleau, CFP®

    Director, Client Development

    Learn more about Don

    As the Director of Client Development, Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Focus. His collaborative working relationship with Focus's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.

Contact Us