Broker Check
27 May
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:
  1. The 5 best ideas from the most recent State of the Markets talk – Executive summary.
  2. My Notes from the May 6, 2022 Investment Selection Team meeting.
  3. The new and changing CT Income tax update for Pensions and Social Security
  4. Planning 2022: Is it time for Early Roth Conversion strategy?
Press Here to Register

Date and Time

Fri, May 27, 2022

10:00a - 11:30a EST




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