Most financial planning strategies are long-term, spanning multiple years. But some opportunities expire once the calendar year ends. In a recent webinar Heritage Financial’s Director of Financial Planning, Ed Jastrem, and Wealth Manager, Kenzie Ferris, discuss strategies that can help you maximize your wealth before 2022 draws to a close. They also introduce a longer-term planning opportunity that can lead to meaningful tax savings for those with significant wealth if they begin the planning process early enough.
Click to access the webinar recording
If you are a client of Heritage Financial we’ve got you covered, we’ve been staying up to date on all of these things throughout the year.
If you aren’t a client of Heritage Financial yet but wondering how you might maximize your wealth by using some of these strategies, let’s talk.