Client Webinar – September 12, 2024
Planning and Investment Perspectives

The advisors at Core Wealth Management offer their thoughts on a variety of timely financial planning and investment topics.

Join Todd Schanel as he looks at how a balanced, diversified portfolio compares to a portfolio that is invested solely in the S&P 500 or solely in CDs. Doug Marcello addresses the basics of the new Inherited IRA distribution rules and Jackie Goldstick addresses upcoming events that may impact markets including the upcoming Fed meeting, reinstatement of the debt ceiling, the US elections and the potential sunset of the Tax Cuts and Jobs Act.