Description
Start the new year strong with a fresh perspective on your financial goals. Join Nick Breit, Partner and Director of Financial Planning and Mike Emerson, Partner for a concise and insightful overview of our 2025 Financial Planning Guide, designed to help you navigate the year ahead with confidence. Key topics for discussion will include:
· Tax & Charitable Planning
· Retirement Planning
· Estate Planning
· Insurance Planning
Learning Objectives
Financial planning for 2025, topics covered will include tax planning, charitable planning, retirement planning, investments, insurance and estate planning.