During this session, we will talk about the tax-advantaged savings strategies that you can consider to help you meet your long term goals. We will also discuss the strategies that are on the chopping block with current congressional proposals and what you can do while the window of opportunity is still open.
Lauren Hunt, MBA, CFP® approaches the subject of family finances in an authentic and encouraging way. As a Senior Advisor at Moneta, Lauren stands beside her clients as they strive for an organized, stress-free financial life. She helps manage her client’s financial resources and guides them in keeping emotions out of financial decision making. Lauren holds herself to the highest ethical standards as a CERTIFIED FINANCIAL PLANNER™ and remains committed to excellence and putting her clients’ best interest first.