Managing Your Wealth in 2025: Strategies for Tax Planning and Economic Shifts
Key updates on taxes, markets, and policies under Trump in 2025
The post-election landscape is here, and significant changes are on the horizon for the economy, capital markets, legislation, and tax policies. With potential shifts in Federal Reserve policy, interest rates, and fiscal legislation, understanding the evolving environment will help you make informed decisions as you reassess your financial goals for 2025.
What We'll Cover:
- Tax Strategy Planning: Learn from Real-Life Case Studies
- Wealth Management: Keep More and Give Less to Uncle Sam
- Post-Election Economic and Capital Markets Update
- Trump 2.0: What Tax Cuts and Trade Policies Mean for You
*A recording of the seminar will be e-mailed to those who RSVP.
When:
Tuesday, February 11th, 2025
Dinner 6:00 p.m.
*Seats are limited on a first-come, first-served basis.
Where:
Alta Vista Country Club
777 Alta Vista St, Placentia, CA 92870
Meet Your Presenter:
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. This is achieved by listening to the client’s specific needs, then devising a plan that’s designed to help them achieve long-term success. Client service is the key to client satisfaction, which is why he continuously strives to build long-lasting professional and personal relationships with his clients.
