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The Markets, Tax Reform & Your Financial Life

Program Overview: In this special webcast, our panel of experts will provide perspectives on how events and trends in the global markets and economy could factor into how we save, spend and invest for the future. Also, they will unpack what some of the key provisions in the new tax law could mean for your long term investment strategy.

Among the topics they’ll explore:

  • The “big picture” outlook for the economy and the markets in 2018
  • How the new tax law could impact the economic and investment landscape
  • Key changes to tax-advantage savings vehicles, like 401(k)s and 529 college savings plans
  • Where investors can look for potential growth opportunities in the coming year
  • The role a financial advisor and tax advisor can play in helping clients understand what these changes mean for them


Important Information

  • You'll need Adobe Flash or Windows Media Player to join this webcast.
  • Technical difficulties? Please contact Veracast at 415.418.6305 or

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Disclosure: There is no guarantee personal financial advice will result in positive performance


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