Join us to explore recent economic and legislative changes, and how implementing certain strategies keep your clients on the right track.
The financial landscape has undergone significant changes. Years of stable interest rates and low inflation have been replaced with upward surging interest rates and the highest level of inflation in decades. On top of this we are seeing changes in legislation, all of which are causing seismic shifts in all areas of financial planning.
Due to the volatility of economic and legislative alterations, much our discussions will centre on the following:
- • retirement objectives
- • navigating planning legislation before the next election
- • employing opportunities against legislation and tax changes