We recently hosted an educational seminar with Franklin Templeton to explore the 2024 election outlook, including the latest developments in our nation’s capitol and financial planning considerations around retirement, taxes, and estate planning.
Election years can bring uncertainty, which can cause many to worry about what the Presidential, House of Representatives, and Senate outcomes could mean for their finances. In the seminar recording linked below, we discuss:
- Key races this election
- What the expiration of the Tax Cuts and Jobs Act could mean for Americans
- A capital markets outlook, and
- Results from Franklin Templeton's Global Investment Management Survey
Check out the full recording below, as well as a link to the presentation slides here. As always, reach out if you have questions or want to set up a meeting to discuss.