Join a panel of experts from Nuveen for a discussion on how the election outcome and potential policies may impact tax and investment planning decisions.
WEBCAST – Now What? Addressing Post-Election Investor Questions
This session will arm you with insights and answers to support post-election planning. Nuveen’s panel of experts will identify the critical near and long-term implications of the recent elections, how they may affect portfolio and investment decisions, and what advisors and investors should consider doing now.
Learning objectives:
- Understand key implications of the 2024 national elections and how they may impact individual asset classes, investment, and tax management strategy
- Incorporate potential market responses and policy changes into investment strategies
- Engage clients in relevant planning and portfolio discussions
Accepted for 1 CFP® / IWI / CFA CE Credit