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Tax & Financial Planning

Advice Engagement: Secure ACT 2.0, Tax & Financial Planning

AFO|Wealth Management Forward2023-02-02T20:01:29+00:00

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

Tax & Financial Planning

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Connect with Rory Henry
Connect with Ross Riskin

Learn more about
VisiWealth

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Arrowroot Family Office

Advice Engagement: Secure ACT 2.0, Tax & Financial Planning

Rory is joined by Ross Riskin CPA/PFS, Chief Learning Officer at the Investment & Wealth Institute and Founder of VisiWealth as they talk about advice engagement. Learn about SECURE ACT 2.0 and the changes to RMD’s, college savings, and retirement planning. Discover why fear, confusion and anger are the three main emotions people have when dealing with taxes. Find out why Ross believes advisors should be doubling down on student loan planning. Do you want to know what 2 out of 3 survey participants sought advice for from a CPA? Do you want to know why visuals are so effective in communicating complex concepts? Find out the answer to these questions and more with Ross Riskin!

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AFO|Wealth Management Forward


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Copyright © 2023 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.
JOIN OUR COMMUNITY
  • Terms & Condition
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  • Web Accessibility
Copyright © 2023 AFO Wealth Management Forward. All Rights Reserved.
  • Wealth management
  • Digital marketing
  • Branding
  • Resources
  • Podcast
  • Contact
  • Press
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.