facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause
2020 Market Outlook and Strategy Thumbnail

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