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“Washington Policy Update and Planning Considerations”

The outcome of the 2024 elections will have a significant impact on government policy at a time when lawmakers are facing many fiscal challenges. Among these timely issues are the pending expiration of the tax code, rising federal spending and debt, and an uncertain future for federal benefit programs like Social Security and Medicare.

Please join me for a webinar on Monday, October 7, 2024, at 4:30 p.m. Log into your computer and participate in a discussion or just watch and listen as we explore:

• Key factors shaping the outlook of the upcoming Presidential, Senate and House races
• Developments in Washington including recent legislation affecting retirement planning
• Our outlook on income and estate tax policy through the lens of the 2024 election cycle
• Planning opportunities to consider right now to hedge the risk of higher taxes in the future

Our speaker is Bill Cass, Director of Wealth Planning at Franklin Templeton. Bill oversees the development and delivery of financial planning-related educational programs and speaks regularly throughout the country to groups of financial advisors and investors on a wide range of planning topics.

If you are interested in watching, please let me know and I will forward the Zoom access information. You do not need to turn your own camera on if you prefer not to, but we hope you will have a beverage of your choice to do a kick-off toast to prosperity and getting through this election!

Raymond James is not affiliated with and does not endorse the opinions or services of Bill Cass.