Recent Event: Tax & Estate Planning

Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.

If you missed our live event, watch the recording above to learn:

What to do before the 2017 Tax Cuts and Jobs Act sunsets
- Estate & gift planning strategies
- Charitable gifting
- Income tax planning opportunities
New provisions in Secure Act & Secure Act 2.0
- Types of beneficiaries and the new 10-year payout
- Using trusts as beneficiaries
- Incorporating Secure Act & Secure Act 2.0 within your financial plan

Featuring:

Edward F. Smith III, J.D., AEP® | Senior Tax and Estate Planner

Shurdonna Joseph, J.D., CFP® | Director of High Net Worth Consulting

Other Events You May Be Interested In

Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.

2025 Market Outlook: Happenings - Monday, January 27th at 6:30 pm

ARE WE APPROACHING A STOCK MARKET BUBBLE? A Good Financial Plan Can Make the Difference You are cordially invited to a discussion on whether the stock market is approaching bubble territory that could potentially impact your investments and your retirement income. Other topics include: falling interest rates, the effect of the election results on your portfolio, and will artificial intelligence continue its market dominance? Let us help you prepare for uncertainty. Complimentary meal provided.

2025 Market Outlook: Hyatt Place - Tuesday, January 28th at 12 pm

ARE WE APPROACHING A STOCK MARKET BUBBLE? A Good Financial Plan Can Make the Difference You are cordially invited to a discussion on whether the stock market is approaching bubble territory that could potentially impact your investments and your retirement income. Other topics include: falling interest rates, the effect of the election results on your portfolio, and will artificial intelligence continue its market dominance? Let us help you prepare for uncertainty. Complimentary meal provided.

2025 Market Outlook: Southern Kitchen - Tuesday, January 28th at 6:30 pm

ARE WE APPROACHING A STOCK MARKET BUBBLE? A Good Financial Plan Can Make the Difference You are cordially invited to a discussion on whether the stock market is approaching bubble territory that could potentially impact your investments and your retirement income. Other topics include: falling interest rates, the effect of the election results on your portfolio, and will artificial intelligence continue its market dominance? Let us help you prepare for uncertainty. Complimentary meal provided.