Politics in 2021: New President, New Congress, New Vaccine

Overview the US political landscape has changed as a result of the 2020 elections and what it could mean for today’s financial professional in relation to retirement planning, investment allocation, and wealth transfer strategy considerations.

Course Overview:
A deep dive into what the House Financial Services, Senate Banking, and Senate Finance Committees will focus on and how it may affect markets and investors. This includes a review of proposed retirement legislation and changes to federal policy addressing ESG and climate change. Finally, this course will review the Biden tax plan proposal and how new tax policies might affect individual and institutional investing and estate planning.

CE Credit: 1.0 CFP®, CIMA®, CIMC®, CPWA®, RMA®.

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This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary. The views and opinions expressed may change based on market and other conditions.

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