September 11, 2023
Focus Connects Quarterly Webinar: September 2023
Our thought leaders share their views on recession risks, the impact of higher interest rates and planning opportunities to consider before year-end.
Our Quarterly Connects Webinar features 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® gave an update on year-to-date market performance and shared why recession predictions for this year may be overblown. Chief Planning Officer Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA touched on timely planning topics, including protecting yourself from cybersecurity risks, financial tips for teenagers who earned money in part-time jobs this summer, and an update on what taxpayers should know about state and local tax deductions. Focus Partners President Wendy Hartman, CFP® covered what to know about the TD Ameritrade and Charles Schwab merger, changes affecting required minimum distributions (RMDs), and charitable giving strategies to consider before the year is over.
