Year End Wrap Up & Thoughts for the Year Ahead

Original air date:
Tuesday, December 6, 2022

As the end of the year approaches, this is the perfect time to assess planning opportunities that may be beneficial to you.  During this webinar, we will 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 Speakers: