Join us for a conversation with Susan John, CFP, Managing Director of Financial Planning, and Steven Violin, CFA, Managing Director of Investment Management about how to organize your estate and cash-flow plan in light of new IRA distribution rules, the scheduled 12/31/25 expiration of the 2017 Tax Cuts and Jobs Act, and the market rollercoaster we’re currently on.

To spend or not to spend – that is just one of the questions.

Click the link to view the webinar.  If you would like to receive a copy of the slides, email us.