Most financial planning strategies are long-term, spanning multiple years. But some opportunities expire once the calendar year ends, and 2024 will be here before we know it!
During this webinar we share both new and tried and true planning opportunities that can help you maximize your wealth and prepare for 2024 before the year draws to a close.
Presented by Heritage Financial Managing Partner & Chief Culture Officer, Jim Scally, and Chief Planning Officer, Ed Jastrem.