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