Video: Summing Up 2023: Stepping Into 2024

Recording date:
December 13, 2023

As the end of the year approaches, this is the perfect time to recap 2023 and share our thoughts on what may lie ahead in 2024 for the financial planning, investments and tax.  The following video features Nicole Strbich, Managing Director of Financial Planning, Ryan Johnson, Managing Director of Investments, and Jessica Distel, Managing Director of Business Services and Development.  

Please feel free to share this video with your family or friends who have an interest in this topic. If you have any questions or would like to discuss a specific topic, please contact our office.

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