Events

When you think about your wealth you likely experience positiveemotions such as pride or satisfaction. However, you may also feel like you areat a crossroads in your wealth management journey. This can lead to negativeemotions such as doubt or confusion over the right financial strategy. Byunderstanding your emotional response to your finances, you can take control ofyour money mindset and create a solid foundation for financial planning.

Key takeaways from the presentation

• Understanding your money emotions

• Accepting the past

• Learning the language of money

• Making a plan

During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider.