Join us for an in-depth discussion on financial planning strategies and market insights for the upcoming year. This comprehensive webinar will cover essential topics that every financial professional needs to know.
Our expert panel will explore the latest trends in financial planning, regulatory changes, and innovative strategies to help you and your clients navigate the evolving financial landscape of 2025.
Opening remarks and overview of the session
Deep dive into key strategies for 2025
Interactive question and answer period
Summary and resources for continued learning
Senior Financial Advisor
Sarah has over 15 years of experience in financial planning and wealth management.
Regulatory Compliance Officer
Michael specializes in regulatory compliance and risk management strategies.
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