Start the year off on a strong financial note!

Watch the recap from our first webinar of the year as Heather Jordan, CFP®, MBA, discusses new limits for 2024 and some insightful tips for the new year.

New limits we will cover may impact your IRA, HSA, 401(k) account, or your annual gifting strategy.

We’ll also discuss tips on the following topics to ensure your year begins with a fresh start:
• Reviewing your beneficiaries
• Building an emergency fund
• Budgeting for the new year

Visit our events page for a list of other webinars and events!

Written By  Emerj360
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