Your New Year's Financial Planning Resolutions

Are you wondering what 2024 will bring? You may have more control over the outcome than you realize.

Watch our on-demand webinar, “Your New Year's Financial Planning Resolutions” with Carson Group's Retirement Plan Advisor Chris Tooker and Senior Wealth Planner Mark Petersen. 

In this webinar, Tooker and Petersen provide valuable insights into what you should consider now to poise yourself to pursue success in 2024, including:

  • Cash management
  • Healthcare/Medicare review
  • FSA/HSA evaluation
  • Tax-loss harvesting
  • Long-term care
  • Credit card rewards
  • Optimizing retirement plan contributions
  • Tax credits from the inflation reduction act
  • Maximizing your employer’s benefits package

Watch an informative webinar that can change your financial trajectory in 2024.

Mark Petersen is a non-registered associate of Cetera Advisor Networks LLC. Chris Tooker is a Registered Representative of Cetera Advisor Networks LLC. For a comprehensive review of your personal situation, always consult a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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