What to Expect in 2025: Tax Changes and More

January 22, 2025

Join us for the Surgeon’s Wealth Summit partnering with Creative Planning.

Surgeons Wealth Summit - Apta Investment Group

2024 is in the rearview but what should investors expect in the year ahead? Attend our upcoming webinar to get help understanding what’s on the horizon and prepare for changes in 2025. 

Topics will include: 

  • Economic considerations — especially with a new presidential administration.
  • Steps for helping protect your financial well-being.
  • How to put together a comprehensive financial planning checklist.

What to Expect in 2025: Tax Changes and More

January 22, 2025 @ 12:00 PM CST

Can’t make it this time? No worries—register now, and we’ll send you the recording. 

This webinar is great for anyone who wants to plan for 2025, with an eye on where the economy is headed and what effect new tax laws may have, as well as those who may want an outside opinion on their current strategy.

It’s important to have a comprehensive financial plan for your wealth, so be sure to attend this webinar and learn actionable takeaways.

Expand your knowledge, reclaim your time, and unlock new possibilities today. Explore Apta’s Knowledge Hub

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