10/21/2026
Year-end planning starts with a clean picture.
Pull this year’s numbers, note what changed, and block time with your advisor before December fills up.
roodfinancial.us
Fractional CFO, tax strategy & family office services for $2M–$10M businesses. Clients save $21,407/yr on average through proactive planning. roodfinancial.us
Philadelphia, PA
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| Tuesday | 8:30am - 6:30pm |
| Wednesday | 8:30am - 6:30pm |
| Thursday | 8:30am - 6:30pm |
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