Gatherings, meetups, and more for those wanting to retire with confidence
Join us for an engaging, conversational Inner Circle Workshop with Carly Carlson and Brad Gotto as we walk through tax planning and preparation strategies heading into 2026.
We’ll talk through what to expect in the year ahead, key changes and considerations to keep on your radar, and practical, proactive steps you can take now to stay ahead rather than scrambling later.
This session is designed to be informative, approachable, and actionable, giving you clarity and confidence as you plan for the year to come.
Whether you’re looking to fine-tune your strategy or simply want to better understand what’s coming, this conversation will help you feel prepared and informed going into 2026.
Date: 2/18
Time: 12 pm CST
Duration: 1 hour
Location: Riverside Webinar
Join Fiat Wealth Management for a casual and enjoyable happy hour on Monday, March 10 from 4:00–6:00 PM at Luceline Brewing.We’ll have TVs on for March Madness, light appetizers, and plenty of time to relax and connect in a comfortable, welcoming setting. This is a laid-back, come-and-go event with no formal presentation—just good conversation, a great local brewery, and the opportunity to spend time with the Fiat team and fellow guests.Whether you plan to stay for the full evening or just stop by for a bit, we’d love to see you and catch up. Cheers!
Date: 3/10
Time: 4 pm - 6 pm CST
Location: LuceLine Brewing: 12901 16th Ave N, Plymouth, MN 55441
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Fiat Wealth Management, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.