Willis Johnson Wealth

Financial Gifts for “Future You” - Join Nick Johnson, CFA®, CFP®, and Jamie Elrod for year-end strategies to keep more of what you’ve earned.

Your 2025 tax bill is already in motion. Learn how to align your money with your values - while keeping more of it in your pocket. Discover year-end strategies for taxes, giving, and planning for your family’s future. Live with Nick Johnson, CFA®, CFP®, and Flipping the Barrel’s Jamie Elrod.

Before December 31st, take advantage of strategies that can lower your tax bill and maximize your charitable impact - tailored for energy professionals. Join WJA President Nick Johnson, CFA®, CFP®, and Flipping the Barrel’s Jamie Elrod for a practical breakdown of what to do before year-end: Roth moves, 529s, gifting strategies, and more.

🎁 Financial Gifts for “Future You” Year-End Tax & Charitable Giving Strategies 📅 Thursday, November 20th at 12 PM CT As the year wraps up, many energy professionals are asking the same question: How can I make my money work smarter for my family, my goals, and the causes I care about without losing more to taxes? Join Flipping The Barrel's Jamie Elrod and Nick Johnson, CFA®, CFP®, President of Willis Johnson & Associates, for an educational session on making generosity and financial discipline go further. We’ll cover: - How to lower your 2025 tax bill using contributions, Roth strategy, and HSA planning - Turning giving into strategy through DAFs, appreciated stock, and matching opportunities - Using 529s, gifting, and estate techniques to help your family long-term - What to know about Trump’s OBBBA and the strategies that disappear after December 31st If you want to strengthen your financial plan while giving more intentionally, this session will show you where to start. 👉 Register here: https://hubs.li/Q03VpKxg0 #YearEndPlanning #TaxStrategy #CharitableGiving #FinancialPlanning #EnergyProfessionals ---------------------------------- Industry Disclosures: FTB is not a client of WJA and is being paid a monthly fee for their endorsements and collaboration. This compensation creates a material conflict of interest as FTB has an incentive to recommend WJA. FTB's comments may not be representative of any other person's experiences.

Losing a job or facing an unexpected transition hits fast and the first thoughts are usually the same: “Where’s money going to come from?” “How do we pay the bills?” “What about the mortgage?” That fear is unexpected, and it’s exactly why having a plan matters. In this conversation, with Alexis Long, MBA, CFP® with Willis Johnson & Associates (WJA) we break down what actually happens in those first moments: the phone call, the panic, and the uncertainty and what steps you can take to regain control. Before anything else, their team helps you look at: ✔️ Your pension estimates ✔️ Your expected income ✔️ Your upcoming expenses ✔️ How to cover your living costs over the next few months ✔️ The tax impact of severance or payouts When you understand what money is coming in, what’s going out, and how long your resources can support you, that anxiety starts to ease. If you’re navigating a layoff or preparing for the possibility, this webinar will give you clarity you can act on — today. 👉 Watch here: https://lnkd.in/g3CdJnVF Thank you Flipping The Barrel and Willis Johnson & Associates for making this webinar possible. #layoffs #oilgas #energy

✨ Looking to make smarter financial moves before the year wraps up? Join Flipping The Barrel's Jamie Elrod and Willis Johnson & Associates' President & Chief Investment Officer, Nick Johnson, CFA®, CFP® for an educational session built for energy professionals who want to align their giving, family goals, and tax strategy. Thursday, Dec 4th at 12 PM CT 🎁 Financial Gifts for “Future You” Year-End Tax & Charitable Giving Strategies 👉 Register here: https://hubs.li/Q03TyyJY0 We’ll break down: • How contributions, Roth planning, and HSAs may reduce your upcoming tax bill • Turning charitable giving into strategy using DAFs and appreciated stock • Planning ahead for family with 529s, gifting rules, and wealth-transfer basics • What Trump’s new OBBBA proposal could mean for future tax and planning considerations If you’re aiming to support your family, give more intentionally, or make tax-smart decisions, this session will help you do it with clarity. #CharitableGiving #TaxPlanning #TaxStrategy #YearEndPlanning ---------------------------------- Industry Disclosures: FTB is not a client of WJA and is being paid a monthly fee for their endorsements and collaboration. This compensation creates a material conflict of interest as FTB has an incentive to recommend WJA. FTB's comments may not be representative of any other person's experiences.