On-Demand:
OBBB & Beyond: Mid-Year Wealth and Tax Update
Understand the economy, market shifts, and tax law changes that could impact your financial future in 2025 and beyond.
What You'll Learn:
Whether you’re retired, still working, or running a business, this mid-year update breaks down:
- How new tariff policies are impacting the markets and global trade
- Why international stocks are outperforming U.S. equities this year
- What the One Big Beautiful Bill means for your 2025 tax strategy
- How to prepare for future interest rate changes
- Planning tips for Roth conversions, charitable giving, and asset allocation
Who Should Watch This?
This webinar is ideal for:
- Retirees or pre-retirees managing cash flow and tax efficiency
- Business owners and real estate investors looking for tax advantages
- Individuals curious about how current events affect long-term investing
- Anyone concerned about inflation, interest rates, or market volatility
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. 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.
David Hilliard,
Director of Tax, EA
David has over 10 years of experience in the tax industry. He specializes in representing clients in front of the IRS and other government agencies. Currently, he is serving as President of the California Society of Enrolled Agents. David has a passion for guiding his clients through an increasingly complex tax landscape.
