Join JFS’ Chief Investment Officer, Manish Upadhyay and our Director of Financial Planning, Chuck Zuzak as they review the 2023 year-to-date financial landscape and its connection to your financial plan. We will review:
- Equity and bond performance
- Noteworthy events such as the debt ceiling issue and regional bank failures
- Effects of the SECURE Act 2.0 on your financial plan
- Estate planning for couples and partners
We will also explore the potential economic trajectory by examining the Federal Reserve’s likely actions, economic valuations, and the possibility of a recession. This is a valuable opportunity to gain insights and prepare for future financial scenarios. We look forward to your participation.
Host:
Steve Lee, Partner, Wealth Advisor
Presenters:
