As the end of the year approaches, this is the perfect time to assess planning opportunities that may be beneficial to you. Join us as we recap 2022 and share our thoughts on what may lie ahead in 2023 for the economy and markets. Join our professionals and get your notebook ready to take notes!
Discussion will include:
• Financial Planning Strategies from 2022 and ideas for 2023
• Tax Planning & Considerations for this year and next
• 2023 Tax Brackets and Contribution Limits
• Portfolio Moves from 2022 and Considerations for 2023
• Discussion on the Fed and Interest rates from this year and into next
Webinar Date:
Tuesday, December 6, 2022
1:00pm - 1:45pm ET
To join us, please register: https://register.gotowebinar.com/register/1158304040994209295
Webinar Speakers:
MANAGING DIRECTOR OF INVESTMENTS
MANAGING DIRECTOR OF FINANCIAL PLANNING
Date and Time
Tuesday Dec 6, 2022
1:00 PM - 1:45 PM EST
Tuesday, December 6, 2022
1:00pm - 1:45pm ET
Website
