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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