On Demand Webinar:
2026 Mid-Year Update: Markets, Taxes & Year-End Planning
Markets, the Economy, and Tax Planning: What’s Changed, What to Watch
Join Chatterton presenters Eric Oh and David Hilliard for a mid-year look at the economy, capital markets, and tax law updates heading into the second half of 2026.
Whether you’re preparing for year-end, reviewing your portfolio, or evaluating tax-saving strategies, this session will help inform your next steps.
What We’ll Cover:
- 2026 Economic and Capital Markets Update
- Building a Resilient Investment Plan During Uncertain Times
- Super-Funding Roth IRAs for Future Generations (Trump Accounts, 529 Plans)
- Key Tax Law Changes and What They Mean for You
Watch the Seminar
Register today!
For more information or assistance, please call (714)572-2050 or email contactus@chattertoninc.com!
Meet Our Panelists:
Eric Oh, ChFC®, CFP®, ChSNC®
Eric Oh, ChFC®, CFP®, ChSNC®: Eric 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 Hilliard, EA: David leads the Tax division at Chatterton & Associates. He is committed to building a team that communicates clearly, because clients deserve to understand before they decide.
As a Profit First Professional and Certified Tax Coach, he genuinely enjoys helping business owners and families keep more of what they have worked hard to build. David is also a tax educator and speaker, taking complicated rules and explaining them in a way that makes sense.
