<link type="text/css" rel="stylesheet" href="https://webhooks.levitate.ai/email/styles?resource=3964fdd3-1391-48ba-9cd0-0ae3a958a1ef"><div><p style="margin:0;padding:0;font-size:14px;font-family:arial,sans-serif">Hi <span>Nancy</span>,</p>
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<p style="margin:0;padding:0;font-size:14px;font-family:arial,sans-serif">We've created a year end checklist to help you make educated decisions around your finances as we come to the end of 2025. It covers assets and debts, tax planning, cash flow, insurance and estate planning issues that can arise. Each question has a breakdown of things to consider under it. Feel free to reach out if you have any questions after going through the checklist.</p>
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<p style="margin:0;padding:0;font-size:14px;font-family:arial,sans-serif">Two options to view the checklist:</p>
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<p style="margin:0;padding:0;font-size:14px;font-family:arial,sans-serif">1. We've attached a PDF you can download</p>
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<p style="margin:0;padding:0;font-size:14px;font-family:arial,sans-serif">2. We've created an interactive file. To view the additional considerations, click the (i) icon next to the questions. <a href="https://go.levitate.ai/checklists/respond/b67ce5be-480e-4681-9742-7be2e30a0dc8?t=d4fa43b31b11494d92181f828246a8bc" rel="noopener" target="_blank">https://www.fppathfinder.com/checklists/respond/b67ce5be-480e-4681-9742-7be2e30a0dc8</a></p>
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<p style="margin:0;padding:0;font-size:14px;font-family:arial,sans-serif">I hope you have been able to spend time with loved ones as the year get's colder and we snuggle in.</p><div><div dir="ltr"><div><br clear="all"></div><div><div dir="ltr"><div dir="ltr"><p style="text-align:justify;line-height:normal;font-size:14px;font-family:arial,sans-serif;font-size:14px;font-family:arial,sans-serif;padding:0;margin:0;font-size:14px;font-family:arial,sans-serif"><span style="font-size:9pt;color:rgb(38,38,38)"><font face="verdana, sans-serif">Michelle Wilson, AIF®,
CSRIC®</font></span></p><p style="text-align:justify;line-height:normal;font-size:14px;font-family:arial,sans-serif;font-size:14px;font-family:arial,sans-serif;padding:0;margin:0;font-size:14px;font-family:arial,sans-serif"><span style="font-size:9pt;color:rgb(38,38,38)"><font face="verdana, sans-serif">Independent Fee-Only Financial
Planner</font></span></p><p style="text-align:justify;line-height:normal;font-size:14px;font-family:arial,sans-serif;font-size:14px;font-family:arial,sans-serif;padding:0;margin:0;font-size:14px;font-family:arial,sans-serif"><span style="font-size:9pt;color:rgb(38,38,38)"><font face="verdana, sans-serif"> </font></span></p><p style="text-align:justify;line-height:normal;font-size:14px;font-family:arial,sans-serif;font-size:14px;font-family:arial,sans-serif;padding:0;margin:0;font-size:14px;font-family:arial,sans-serif"><span style="font-size:9pt;color:rgb(38,38,38)"><font face="verdana, sans-serif">Be uncompromising. Invest in what matters!</font></span></p><p style="text-align:justify;line-height:normal;font-size:14px;font-family:arial,sans-serif;font-size:14px;font-family:arial,sans-serif;padding:0;margin:0;font-size:14px;font-family:arial,sans-serif"><span style="font-size:9pt;color:rgb(38,38,38)"><font face="verdana, sans-serif">Add yourself to my
calendar at <a href="https://go.levitate.ai/?t=c58dc94cbf4049d5be8c9f849c7c74cf" target="_blank">https://athensimpact.as.me</a></font></span></p><p style="text-align:justify;line-height:normal;font-size:14px;font-family:arial,sans-serif;font-size:14px;font-family:arial,sans-serif;padding:0;margin:0;font-size:14px;font-family:arial,sans-serif"><span style="font-size:9pt;color:rgb(38,38,38)"><font face="verdana, sans-serif"> </font></span></p><p style="text-align:justify;line-height:normal;font-size:14px;font-family:arial,sans-serif;font-size:14px;font-family:arial,sans-serif;padding:0;margin:0;font-size:14px;font-family:arial,sans-serif"><span style="font-size:9pt;color:rgb(38,38,38)"><font face="verdana, sans-serif">Athens Impact Socially
Responsible Investments</font></span></p><p style="text-align:justify;line-height:normal;font-size:14px;font-family:arial,sans-serif;font-size:14px;font-family:arial,sans-serif;padding:0;margin:0;font-size:14px;font-family:arial,sans-serif"><span style="font-size:9pt;color:rgb(38,38,38)"><font face="verdana, sans-serif">264 E State Street, Athens, OH 45701</font></span></p><p style="text-align:justify;line-height:normal;font-size:14px;font-family:arial,sans-serif;font-size:14px;font-family:arial,sans-serif;padding:0;margin:0;font-size:14px;font-family:arial,sans-serif"><span style="font-size:9pt;color:rgb(38,38,38)"><font face="verdana, sans-serif">Work 740-447-5540 \u2013
Cell 740-538-2010</font></span></p><p style="text-align:justify;line-height:normal;font-size:14px;font-family:arial,sans-serif;font-size:14px;font-family:arial,sans-serif;padding:0;margin:0;font-size:14px;font-family:arial,sans-serif"><span style="font-size:9pt;color:rgb(38,38,38)"><font face="verdana, sans-serif">For more information: <a href="https://go.levitate.ai/?t=32e4e5d3ed744ea0a6f9ea373dfb79ec" target="_blank">www.athensimpact.com</a></font></span></p><p style="text-align:justify;line-height:normal;font-size:14px;font-family:arial,sans-serif;font-size:14px;font-family:arial,sans-serif;padding:0;margin:0;font-size:14px;font-family:arial,sans-serif"><span style="font-size:12pt"><font face="verdana, sans-serif"> </font></span></p><p style="text-align:justify;line-height:normal;font-size:14px;font-family:arial,sans-serif;font-size:14px;font-family:arial,sans-serif;padding:0;margin:0;font-size:14px;font-family:arial,sans-serif">
</p><p style="text-align:justify;line-height:normal;font-size:14px;font-family:arial,sans-serif;font-size:14px;font-family:arial,sans-serif;padding:0;margin:0;font-size:14px;font-family:arial,sans-serif"><span style="font-size:9.0pt;font-family:"Times New Roman",serif;color:#262626">Required Disclosure:
Athens Impact Socially Responsible Investments is an Investment Advisor
registered with the State of Ohio. All views, expressions, and opinions
included in this communication are subject to change. This communication is not
intended as an offer or solicitation to buy, hold or sell any financial
instrument or investment advisory services. Any information provided has been
obtained from sources considered reliable, but we do not guarantee the
accuracy, or the completeness of, any description of securities, markets or
developments mentioned. We may, from time to time, have a position in the
securities mentioned and may execute transactions that may not be consistent
with this communication's conclusions. Please contact us at 740-447-5540
if there is any change in your financial situation, needs, goals or objectives,
or if you wish to initiate any restrictions on the management of the account or
modify existing restrictions. Additionally, we recommend you compare any
account reports from AISRI with the account statements from your
Custodian. Please notify us if you do not receive statements from your
Custodian on at least a quarterly basis. Our current disclosure brochure,
Form ADV Part 2, is available for your review upon request, and on our
website, <a href="https://go.levitate.ai/?t=7ab67799fb424b70975393cf683fcd3d" target="_blank">www.athensimpact.com</a>.
This disclosure brochure, or a summary of material changes made, is also
provided to our clients on an annual basis.</span><span style="font-size:12pt;font-family:Arial,sans-serif"></span></p></div></div></div></div></div><div><p style="margin:0;padding:0;font-size:12px;font-family:arial,sans-serif;color:#858585">If you'd prefer not to hear from me by email, please reply back and let me know and I'll update my records accordingly.</p></div></div><img src="https://webhooks.levitate.ai/email/open?resource=3964fdd3-1391-48ba-9cd0-0ae3a958a1ef" alt="" width="1" height="1" border="0" style="height:1px!important; width:1px!important; border-width:0!important; margin-top:0!important; margin-bottom:0!important; margin-right:0!important; margin-left:0!important; padding-top:0!important; padding-bottom:0!important; padding-right:0!important; padding-left:0!important"><img src="https://webhooks.levitate.ai/email/open?resource=3964fdd3-1391-48ba-9cd0-0ae3a958a1ef" alt="" width="1" height="1" border="0" style="height:1px!important; width:1px!important; border-width:0!important; margin-top:0!important; margin-bottom:0!important; margin-right:0!important; margin-left:0!important; padding-top:0!important; padding-bottom:0!important; padding-right:0!important; padding-left:0!important">