Coffee Chat: What to Know in 2024 For Your Financial Planning

Let’s coffee & chat about future financial planning for 2024. In this presentation, Financial Advisor Robert Jeter, CFP®, CRPC will cover what transpired in markets over the last year, as well as opportunities and expectations for the year ahead. He’ll also cover tax moves to make, legislative updates, and the financial things you should be thinking about as you bring in the new year.

Enjoy coffee & danish during this complimentary Bayside Institute program.