HI Financial

On February 5th from 7:00–8:00 PM, we’re hosting a free retirement planning workshop at the Silverstone Amenity Center 3405 E Overland Rd, Meridian, ID 83642. Special guest, Brock Hickman from Fidelity, will be joining us.

We’ll be covering several important topics that can make a meaningful difference in your long term financial picture, including:

🏛️Social Security timing and optimization strategies

📄Tax efficient investing approaches for 2026

✔️Understanding and planning for Required Minimum Distributions (RMDs)

🔄Strategic Roth conversions for IRAs

This workshop session is designed to be clear and practical, with helpful guidance and real examples.

Light snacks and beverages will be provided, and you’re welcome to bring a guest. Please note: seating is limited, so early RSVP is recommended before the window is closed. Save your seat here:

https://hifcfp.com/events/ola/services/tax-smart-retirement-planning-for-the-year-ahead

I’d love to see you there

-HyLee Hansen and the HI Financial team

Tax-Smart Retirement Planning for the Year Ahead Join us for an informative and engaging workshop designed to help you make smarter financial decisions in the year ahead. Together with our guest speaker, Brock Hickman from Fidelity, we’ll break down key strategies to that could strengthen your retirement plan. We’ll cover Social Security, tax....

Have a strategy for discussing healthcare with your parents.

Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.