The final weeks of the year are a critical time for advisors to connect with clients and prospects on tax-saving strategies. With historically low tax rates expiring at the end of 2025, act now to lock in savings and position your clients for optimal retirement outcomes. Advanced strategies from Roth conversions to charitable planning can help clients outsmart tax increases and amplify their legacies. 

Join us for an interactive chat with America's IRA Experts to learn top year-end strategies and get real-time answers to your retirement tax planning questions.

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How well do you know all of the ins and outs of Social Security? A critical component of most clients’ retirement plans, Social Security is complex and mistakes can be costly. Even though it’s been around since the 1930s, there are still many aspects of the program that are commonly misunderstood. Expand your wealth planning expertise by joining our webinar that focuses on some of the ways to optimize Social Security benefits.

Our webinar will cover:

We’ll also deepen your understanding of how to make the most out of Social Security by taking a look at various case studies. Join us so that you can help your clients make empowered decisions for their retirement. This webinar on Social Security’s role in retirement income planning is just one example of the practice management resources that we offer to help support your success through our Practice Management Network. This value-add program provides resources designed to help you meet your clients’ evolving needs while taking your business to the next level.

As we prepare for 2025, join us to explore the potential opportunities and challenges that fixed-income may face in the coming year. How will Fed policy, potential rate cuts, and a new administration affect bond returns, and what are the most important things investors should consider in positioning fixed-income portfolios? Don't miss this insightful discussion designed to help you navigate evolving market dynamics and make informed investment decisions for 2025.

You’ll have the opportunity to ask questions in a discussion led by Matthew D. Miskin, CFA, co-chief investment strategist and co-author of our flagship market outlook publication Market Intelligence. Our panelists will be Jeffrey N. Given, CFA, co-head of U.S. core and core-plus fixed income and senior portfolio manager of John Hancock Bond and Investment Grade Bond Funds, and Adam A. Weigold, CFA, head of municipal bonds and senior portfolio manager of John Hancock Municipal Opportunities Fund.