Webcast: Assessing Your Financial Wellness

Important Considerations for 2023

The start of a new year is a great time to review key financial planning considerations and what potential personal impact recently passed legislation such as the Inflation Reduction Act or SECURE 2.0 Act might have on your finances.

Join Nick Breit, Partner, Director of Financial Planning and Eileen Allgrove, Principal, Senior Consultant, The Wealth Office^® as they provide a brief and informative overview of our 2023 Financial Planning Guide including: 

• Tax planning
• Charitable giving
• Estate planning