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2025 Best financial planning ideas for your clients

Jan 15, 2025 · 1 hour 28 min watch

SECTION

EXCLUSIVE

Experts share the best personal financial planning ideas for your clients.

This session covers:

  • Potential tax changes under the new administration, including the extension of TCJA and its impact on state and local taxes, estate planning and capital gains tax rates.

  • Broad investment strategies and how political and economic events might affect the stock market.

  • Tax and financial planning considerations for 2025, including energy, regulation, taxes, immigration and tariffs.

  • Psychological factors influencing investments and various aspects of financial planning.

  • Retirement

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