Special Holiday Update Webinar
Since our last State of the Markets update on April 28, 2022 there have been a number of issues that have popped up that I’d like to review with you.
The 4 area’s I’d like to cover are:
- The 5 best ideas from the most recent State of the Markets talk – Executive summary.
- My Notes from the May 6, 2022 Investment Selection Team meeting.
- The new and changing CT Income tax update for Pensions and Social Security
- Planning 2022: Is it time for Early Roth Conversion strategy?
Date and Time
Fri, May 27, 2022
10:00a - 11:30a EST