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2020 Market Outlook and Strategy


As the 2019 year came to an end MBI members Richard Morris, Alex Seleznev, and Jordan Egert presented on last-minute financial planning opportunities that could save you money in not only the present but the coming year as well. The presentation highlighted year-end tax and financial planning opportunities that will help you manage your personal and business year-end tax concerns while developing greater knowledge of best practices regarding your personal finances. 

Among the items that Richard, Alex and Jordan presented are:

  • Retirement Planning (401Ks, 403Bs, IRAs, Roth IRAs)
  • College Education Planning
  • Withholdings
  • Gifting
  • Deferral of Income
  • Rebalancing and Year-End Personal Finance “Check Up”
  • Year-end Individual Tax Planning: Life Events / Transitions
  • 2019 Market Overview

Attached is a PDF of the Powerpoint which the members presented on December 12, 2019. 

Year End Tax and Financial Planning Seminar - Final.pdf