Your New Year's Financial Planning Resolutions
Are you wondering what 2024 will bring? You may have more control over the outcome than you realize.
Watch our on-demand webinar, “Your New Year's Financial Planning Resolutions” with Carson Group's Retirement Plan Advisor Chris Tooker and Senior Wealth Planner Mark Petersen.�
In this webinar, Tooker and Petersen provide valuable insights into what you should consider now to poise yourself to pursue success in 2024, including:
- Cash management
- Healthcare/Medicare review
- FSA/HSA evaluation
- Tax-loss harvesting
- Long-term care
- Credit card rewards
- Optimizing retirement plan contributions
- Tax credits from the inflation reduction act
- Maximizing your employer�s benefits package
Watch an informative webinar that can change your financial trajectory in 2024.
Mark Petersen is a non-registered associate of Cetera Advisor Networks LLC. Chris Tooker is a Registered Representative of Cetera Advisor Networks LLC. For a comprehensive review of your personal situation, always consult a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.