Ua ntej 2022 los txog ze, cov kws pab tswv yim yuav tsum pib sib tham nrog cov neeg siv khoom ntawm ntau yam kev kawm, suav nrog nyiaj laus, kev nqis peev, kev tuav pov hwm thiab se.
Rau ntau yam ntawm cov ncauj lus no, muaj cov hnub kawg ntawm lub xyoo lossis cov nyiaj txiav tawm uas yog qhov tseem ceeb uas yuav tsum nco ntsoov. Kev ploj lawm tuaj yeem ua rau raug nplua, nqi se ntau dua thiab lwm yam kev cuam tshuam nyiaj txiag.
Txhawm rau txiav txim siab cov ntsiab lus twg tus kws pab tswv yim yuav tsum nthuav tawm rau cov neeg siv khoom ua ntej xyoo kawg, SmartAsset tau tham nrog Elliot Herman, tus khub thiab tus thawj coj peev ntawm PRW Wealth Management LLC. Yog tias koj tab tom nrhiav kom loj hlob koj lub lag luam tawm tswv yim nyiaj txiag, kos tawm SmartAsset's SmartAdvisor platform.
Herman yog lub luag haujlwm rau nws lub tuam txhab cov lus qhia txog kev nqis peev, suav nrog kev txhim kho cov tswv yim peev, cov khoom los pab, thiab tus thawj tswj kev nqis peev thiab cov khoom lag luam vim mob siab rau. Nws kuj saib xyuas lub tuam txhab kev tswj hwm kev nplua nuj, tsim cov phiaj xwm tsom mus rau thaj chaw ntawm kev hloov pauv nyiaj txiag, nyiaj laus, kev nqis peev, se, kev tswj hwm kev pheej hmoo thiab kev npaj vaj tse.
Lub webinar, saib xyuas los ntawm Susannah Snider, tus thawj coj saib xyuas kev kawm txog nyiaj txiag ntawm SmartAsset, tau tshaj tawm nyob rau lub Kaum Ib Hlis 17.
Nov yog 10 lub ntsiab lus tau tham:
Nyiaj laus nyiaj laus pab
Mutual fund distributions
Tax-poob thiab peev-tau sau qoob loo
Gifting tswv yim
Tswj cov nyiaj khwv tau los ua se
Cov nqi hloov pauv nce ntxiv
Kev Koom Tes Nrog HSA accounts
Yog xav paub ntxiv txog cov ntsiab lus thiab tus kws pab tswv yim, saib daim video.
Lub vaj huam sib luag tsis muaj lus qhia, thiab txhua qhov xwm txheej yog qhov tshwj xeeb. Tus kws tshaj lij se yuav tsum tau sab laj thaum ua cov tswv yim no.
Elliot Herman tsis yog tus neeg ua haujlwm ntawm SmartAsset thiab tsis yog SmartAdvisor tus neeg siv khoom. Tsis tas li ntawd, nws tsis tau them nyiaj rau nws txoj kev koom tes.
Thov email [email tiv thaiv] yog tias koj xav tau ib daim ntawv PDF ntawm cov slideshow.
Cov Tswv Yim rau Kev Loj Hlob Koj Cov Kws Pab Tswv Yim Nyiaj Txiag
Cia peb ua koj tus khub kev loj hlob organic. Yog tias koj tab tom nrhiav kom loj hlob koj lub lag luam tawm tswv yim nyiaj txiag, kos tawm SmartAsset's SmartAdvisor platform. Peb phim cov kws pab tswv yim nyiaj txiag uas tau lees paub nrog cov neeg siv khoom zoo thoob plaws Asmeskas
Nthuav koj lub vojvoog. SmartAsset cov kev tshawb nrhiav tsis ntev los no qhia tau hais tias ntau tus kws pab tswv yim xav tias yuav ntsib nrog cov neeg siv khoom txuas ntxiv tom qab COVID-19. Xav txog kev nthuav dav koj qhov kev tshawb fawb thiab ua haujlwm nrog cov tub ua lag luam uas nyiam tuav cov rooj sib tham hauv virtual lossis sib tham sib tham hauv tus neeg.
Duab credit: ©iStock.com/juststock
Tus ncej Webinar: 10 Yam uas Tus Kws Pab Tswv Yim yuav tsum sib tham nrog cov neeg siv khoom ua ntej xyoo xaus tshwm sim thawj zaug SmartAsset Blog.
Tau qhov twg los: https://finance.yahoo.com/news/webinar-10-things-advisors-discuss-201314682.html