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February 27, 2024

Focus Connects Quarterly Webinar: February 2024

Our thought leaders provide their outlook for the year, market performance, planning opportunities and strategies for 2024.

Our Quarterly Connects Webinar featured Focus thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.

During this recorded webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® reviewed 2023 market behavior, the importance of staying disciplined to an approach, the power of global diversification and where we are focused for 2024. Chief Planning Officer Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA shared new planning opportunities for the year and important changes in legislation.

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