Recording now available! Watch this insightful webinar where our expert panel will unpack the key 2024 trends and offer a forward-looking perspective on what’s ahead in 2025 and beyond. Whether you’re an investor, business owner, or someone planning for retirement, this session is designed to keep you informed and prepared. Click below to watch the recorded webinar!

https://www.youtube.com/watch?v=ZzZA4PmOCdA

2024 Market Review

Take a deep dive into the major trends and economic events that defined 2024! From market shifts to key developments, we’re breaking it all down to provide the context you need to prepare for what’s ahead in 2025.

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Election Impacts and Policy Outlook

How will the incoming administration’s trade, regulation, and tax policies shape the future? Dive into the potential impacts on markets, industries, and even your personal finances. Stay ahead of the curve with key insights into what lies ahead.

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Federal Reserve & Economic Trends

Get the latest insights on inflation, interest rates, and unemployment—and what they mean for the economy and your investment strategies. Stay informed to make smarter financial decisions in 2025 and beyond!

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Emerging Technologies and Innovation

The future is here! Join us as we explore groundbreaking advancements in energy, artificial intelligence, and cryptocurrency that are transforming industries and shaping the world of tomorrow. Don’t miss this opportunity to learn how they could impact you!

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Your Financial Future - Tax & Retirement Planning

Stay ahead with the latest updates on Social Security, ERISA, tax laws, and strategies to build a secure financial future. In a shifting economy, preparation is key!

Presented By:

                                                                                                                 Arthur Bush
                                                                                                        Chief Executive Officer
                                                                                                    Vera Planning

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                                                                                                                   Steven Bush
                                                                                                             Chief Business Officer
                                                                                                       Vera Planning

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                                                                                                                   Kate Sussman
                                                                                                                  Financial Advisor
                                                                                                       Vera Planning

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                                                                                                                     Coree Rivers
                                                                                                            Director of Operations
                                                                                                Benzor Capital Wealth

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                                                                                                                Nicholas Benzor
                                                                                                         Primary Planner & CEO
                                                                                              Benzor Capital Wealth

Equip yourself with the knowledge and confidence to make 2025 your best year yet.

Stay tuned for more Vera Planning workshops and events. We are committed to providing valuable learning opportunities that empower you to Own Your Story. If you have questions, please reach out to us and schedule an appointment.

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