Guest Speakers Matt Potter, CFA Director of Investment Services at SEI and Dean Mioli, CPA/PFS, CFP®, CIMA®, CLU®, AEP® Director of Investment Planning

Topics:

• Impact of the Election on the Markets
• Changing economic policy
• Current tax environment vs potential change: how does one prepare?  Who is going to pay for the stimulus/pandemic efforts (hint...taxes)
• Year-end tax tips/planning