Webinars

Tax legislation has changed a lot over the last handful of years. First, there was the Tax Cuts & Jobs Act of 2017. Then, states modified their own tax laws in 2018 to more closely align with Federal regulations. In 2019, there was the first SECURE Act, then COVID stimulus in 2020 and 2021, and now we have the SECURE Act 2.0.

In this bi-monthly webinar series, Navigating 2022: Guiding You Through Volatile Markets, our Roundtable™ team of advisors and specialists report on what you need to know to make informed decisions for your financial plan, including: Changes in the markets What these changes mean Steps you can take in response Answers to your questions

In this bi-monthly webinar series, Navigating 2022: Guiding You Through Volatile Markets, our Roundtable™ team of advisors and specialists report on what you need to know to make informed decisions for your financial plan, including: Changes in the markets What these changes mean Steps you can take in response Answers to your questions