Webinar: Decision 2024: Navigating Market Uncertainty and Tax Changes by Oak Harvest Financial Group

WEBINAR DETAILS

About

Join us for a complimentary webinar featuring Ed Rossi, Lead Advisor for Oak Harvest Financial Group. With years of experience and certifications including CFP® and CPWA®, Ed will discuss key financial considerations for the coming year and how they may impact your retirement.
Agenda
- Market Volatility: Understand how economic and political factors can influence market behavior and your investments.
- Tax Planning: Prepare for potential tax changes and explore strategies to minimize your tax burden.
- Retirement Savings: Learn how Roth conversions can help protect your retirement savings from future tax increases.
Price

Free
Language

English
OPEN TO

Everyone
Dial-in available
(listen only)

Not available.

FEATURED PRESENTERS

Ed Rossi, CFP®, CTS®, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®

Senior Financial Advisor

Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s...

Full Profile

HOSTED BY

Oak Harvest Financial Group
Helping Make Your Dream Retirement a Reality. Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax. Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.

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