Join us for an exclusive in-person seminar where we'll explore the 2024 election outlook, the latest developments in our nation’s capitol, and financial planning considerations around retirement, taxes, and estate planning.

Speakers:

• Taylor Topousis, CFA, Market Strategist, Franklin Templeton
• Bill Cass, CFP^®, CPWA^®, Director of Wealth Planning, Franklin Templeton

Event Highlights:

• 2024 Election Outlook: Gain insights into key races to watch, and potential outcomes of the 2024 election.
• Recent Changes to Retirement Accounts: We'll cover key provisions of the SECURE 2.0 Act and new 529 to Roth IRA transfers.
• Outlook on Taxes: Look ahead to the expiration of the Tax Cuts and Jobs Act and a forecast of potential changes stemming from the 2024 election outcomes.
• Financial Planning Opportunities for 2024: We'll look at key areas of opportunity, based on the Franklin Templeton Global Investment Management Survey.
• Interactive Q&A: Engage with our expert presenters and get answers to your most pressing questions.

RSVP Today! Seats are limited. Ensure your spot by registering early. Refreshments and appetizers will be provided.

We look forward to seeing you there!