You know the old 401(k) needs dealing with. You know nobody's read your insurance policy since the day you signed it. You know filing your taxes and planning them are two different jobs. None of that is news. What's missing is an evening set aside to actually do something about it. Four professionals, twenty minutes each, then a half hour of open tables where you sit down one-on-one with whoever you want. KEEP MORE: How tax strategy becomes your foundation for financial success. TAKE IT BACK: Old 401(k)s, forgotten IRAs, accounts scattered across every job you've had. If you're not managing it, someone else is. COVER SMARTER: Overlapping policies, limits set wrong, premiums buying nothing. Better coverage doesn't always cost more. WHO SAYS YES: A bank, an underwriter, a plan administrator, the tax code. Somebody decides when you can use your own money. Booking these four separately takes a month of calendar tag. Bring your declarations page, a statement from any old 401(k), and last year's tax return, and get real reads instead of general advice. Bring your spouse — these are household decisions. Thursday, October 1. Dinner at 6:00, home by 8:30. Free. 30 seats.