On-Demand Webinar
Future-Forward: Smart Planning for 2026
As economic conditions, tax rules, and estate laws continue to evolve, coordinated planning matters more than ever. Chatterton’s first seminar of 2026 brings together wealth, tax, and legal perspectives to examine the forces shaping the year ahead and the planning considerations they may create.
Join presenters Eric Oh, ChFC®, CFP®, ChSNC®, David Hilliard, Enrolled Agent, and James F. Roberts, Esq. for a forward-looking discussion designed to help you better understand today’s changing planning environment.
Register Today!
Future-Forward: Smart Planning for 2026
As economic conditions, tax rules, and estate laws continue to evolve, coordinated planning matters more than ever. Chatterton’s first seminar of 2026 brings together wealth, tax, and legal perspectives to examine the forces shaping the year ahead and the planning considerations they may create.
Join presenters Eric Oh, ChFC®, CFP®, ChSNC®, David Hilliard, Enrolled Agent, and James F. Roberts, Esq. for a forward-looking discussion designed to help you better understand today’s changing planning environment.
What We'll Cover
Wealth
by Eric Oh, ChFC®, CFP®, ChSNC®
- 2026 Economic Outlook
- Capital Markets Update
- Tax Planning with the OBBBA updates
- Discussion on Tariffs/Trade, Artificial Intelligence, and Inflation/Interest Rates
- Retirement and Estate Planning Strategies
Tax
by David Hilliard, Enrolled Agent
- The Four Levers of Tax Planning
- Tax Smart Cycle & Approach
- The Chatterton Way: Tax
Outcomes
Estate
by James F. Roberts – Attorney at Law
- Estate Law Updates
- Asset Protections
- Exemption Amount Changes
Meet Our Panelists:
Eric Oh
ChFC®, CFP®, ChSNC®
Eric is a Certified Financial Planner™, Chartered Financial Consultant®, Chartered Special Needs Consultant®, and investment advisor representative at Chatterton & Associates. He firmly believes that part of being a Certified Financial Planner™ is putting the client’s interests above all.
David Hilliard
Enrolled Agent
David leads the Tax division at Chatterton & Associates. He is passionate about guiding clients through an increasingly complex tax landscape.
James F. Roberts
Attorney at Law
James is the founder of The Law Offices of James F. Roberts & Associates, one of the premier estate planning law firms in Orange County. Having witnessed the devastation families face due to poor estate planning, James and his firm are dedicated to protecting families from probate and avoiding overpayment of taxes.
Register Today!
For more information, please call (714)572-2050 or email contactus@chattertoninc.com!
