Press Release - April Webinar Tax Planning
“2nd Tuesdays with Eliot” Webinars
March Topic: Tax Planning for the Current Landscape
April 8, 2025, at 6:30 pm EDT
Join Eliot M. Weissberg, President of The Investors Center, and Bill Cass, Director of Wealth Planning at Franklin Templeton, for an engaging session on tax planning strategies. This webinar will delve into essential topics such as maximizing retirement contributions, understanding tax deductions, and navigating the changes introduced by the SECURE 2.0 law. Key discussions will include Roth IRA conversions, utilizing 529 plans for education savings, estate and gift tax planning, Required Minimum Distributions (RMDs), and other critical financial strategies to help you achieve your goals. Don’t miss this opportunity to gain valuable insights from industry experts.
Raymond James is not affiliated with nor endorses the opinions or services of Bill Cass or Franklin Templeton. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. The Investors Center is not a registered broker dealer and is independent of Raymond James Financial Services.
