Great insights at the Washington Meets Wall Street event last week! The panel shared thoughts on estate tax law changes, upcoming political shifts and 2025 market outlooks. The future of finance is shaping up! Greg Metz Grady West Jeff Bush Adrian Helfert #EstatePlanning #PoliticalStrategy #MarketOutlook
Speaking at the corner of Washington D.C. & Wall Street | Author | Politics | Nonpartisan | Legislation | Debt & Deficit | Healthcare | Tax | Financial Services | Financial Planning | Insurance | Retirement |
1wThank you for hosting an incredible event with your clients. It was a great discussion, and I appreciated being there in San Antonio!