This presentation is a brief discussion of several year-end financial planning considerations. While not meant to be an exhaustive replacement of every possible planning thought, this webinar touches on the most common issues facing our clients as the year comes to a close. These ideas range from tax management & retirement, and cover legislation in the SECURE & CARES Act.
Webinar Replay Available Below
This webinar is designed to provide accurate & authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.
This page is only available to members of our community. Join us today and get full access.