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4th Quarter Economic and Capital Market Review
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Market Outlook
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Market Moves
Market Moves: Charting Our Strategies, December 2021
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Join us on Thursday, February 3rd as we welcome back Jeffrey Levine, tax expert and Lead Financial Planning Nerd for Kitces.com, home of the popular Nerd’s Eye View blog. Jeff will provide a brief update on the Biden Administration’s tax plan proposal and offer advanced Roth planning strategies advisors need to consider. You’ll walk away with ideas and talking points for timely tax season conversations with your clients.

This event is approved for one hour of CFP® CE Credit.

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