2024 Year-End Planning Opportunities
Jordan Dechtman, Sam Dechtman CFP®, CFS®, and Adam Dechtman CFP®, AIF® Senior Wealth Advisors, discuss year-end tax and investment planning strategies.
Topics covered during this informative webinar:
• 2024/2025 – Tax Strategies
• Interest Rates going forward
• Update on the Economy & Election
• Investment Opportunities
• Important Annual Reminders
• Live Q&A and much more!
