Decision 2024: Are Your Finances Ready?

Join us for our October Lunch & Learn featuring Ed Rossi, Lead Advisor for Oak Harvest Financial Group.

With years of experience and certifications including CFP® and CPWA®, Ed will break down the key financial issues tied to the 2024 presidential election and how they could affect your retirement.

Key topics covered:

• Election-Year Market Volatility: Understand how presidential elections can affect market behavior and impact your investments.
• Learn strategies to manage risk and protect your portfolio during uncertain times.
• Tax Law Changes & The Expiring Tax Cuts and Jobs Act: Discover how the 2025 expiration of the Tax Cuts and Jobs Act could increase taxes.
• Explore ways to reduce your future tax liabilities and safeguard your financial plan.
• Roth Conversion Strategies: Learn how converting traditional IRAs to Roth IRAs can help shield your retirement savings from future tax increases.
• Understand the advantages of proactive Roth conversion planning to optimize long-term tax savings.

Additional benefits of attending:

• Gain insights to your financial situation for informed decision-making.
• Receive guidance on adjusting your financial strategy amidst market volatility.
• Learn proven methods to minimize taxes and safeguard your retirement savings.

Join us for an informative Lunch and Learn event where we will explore information needed to secure your retirement. Please bring a friend and enjoy a box lunch on us.