Financial Planning Strategies: Addressing Potential Changes to the 2025 Tax Act

This workshop will cover preparing for potential changes to the 2025 Sunset Provision of the Tax Act. Ms. Abrams, from Strategic Investment Advisors, will address what tax laws are about to expire and how to prepare for potential changes to your income and estate tax. She will explore strategies to help seniors lower taxes on social security and interest income on investment accounts. Ms. Abrams will also cover protecting investments in volatile markets and understanding the impact of inflation and market risk on current retirement strategies. Ms. Abrams promotes financial literacy and educating individuals on how to invest in today’s markets.