In this timely and practical course, financial expert William Frisco will examine the political and economic landscape following the midterm elections and explore what the results could mean for investors moving into the new year. Particular attention will be given to anticipated shifts in Federal Reserve policy under new Fed Chairman Kevin Warsh, including how changes in interest rates, inflation management, and monetary policy may affect markets, retirement accounts, and long-term investment planning. The course will also provide guidance on adapting investment strategies in periods of economic and political transition. In addition, participants will review important year-end tax strategies designed to help individuals and families make informed financial decisions before the close of the tax year. Finally, the class will introduce the basics of estate tax planning in clear, accessible terms, offering beginners a practical overview of key concepts and common planning tools.

Tuesdays | 3 weeks, November 3 - 17 | 10:00 AM - 12:00 PM
In person and simulcast