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Maximize Your Personal Financial Strategy

On Demand

Contributors: Thomas W. Wiggins, CFP®, CPFA, CTFA, M.S.M, Max Wellinger, CFA, Anthony J. Licavoli Jr., CPA, Cathy Shoemaker, CPA, MBA, MST

This 1-hour session covers:

  • A look at how the 2025 tax landscape might unfold based on 2024 election results
  • 2024 market recap and look ahead to 2025
  • Personal planning considerations

Download the Slide Deck

 

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor.

Securities offered through Rehmann Financial Network LLC, member FINRA/SIPC.
Insurance Services offered through Rehmann Insurance Group.