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Show Notes
Join us for this week’s episode, where the Operations Team, along with Bobby Norman, reviews important year-end deadlines, including required minimum distributions (RMDs), IRA contributions, and qualified charitable distributions. Adam and Sonja share key information to help ensure all tasks are completed on time and offer tips for simplifying the process for our clients.
Watch the full episode to learn more.
Bobby Norman, CFP®, AIF®, CEPA®
Managing Director
Wealth Consultant
Email Bobby Norman here
Adam Vansant, AIF®, BFA™
Senior Vice President of Operations & Advisory Services
Wealth Consultant
Email Adam Vansant here
Sonja McGittigan
Operations Specialist
Email Sonja McGittigan here
Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Economic forecasts set forth in this presentation may not develop as predicted.
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Stock investing involves risk including potential loss of principal.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.
The post Year-End Deadlines first appeared on Fi Plan Partners.