Our October webinar focused on Year-End Financial Planning. The presentation covered topics including investment review, retirement savings & Roth conversions, tax review, and charitable gift decisions. Melissa Joy CFP® founder of Pearl Planning presented this 22- minute informative webinar.
If you missed our webinar, no problem, we’ve got a recording for you. Even better…here’s a cheat sheet of highlights of the webinar with the minute in the video so you can fast forward if your time is limited.[0:01] Welcome [1:45] Goal review [2:46] Investment Review [6:03] Retirement savings & Roth conversions [9:54] Tax review [11:45] Open enrollment & employee benefits [14:32] Estate planning & legacy [16:25] Charitable gift decisions [19:13] Preparing for education costs [21:16] Action steps
Any opinions are those of Melissa Joy CFP® and not necessarily those of Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete. Expressions of opinion are as of this date and are subject to change without notice. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.