The Washington Update: Strategies for Financial Planners
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A nonpartisan overview of the political environment and prospective legislation
The 2024 election promises to be one for the history books. As a financial advisor, you’ll want to tune into for a sneak peak of what to expect in the future, and how to prepare your clients for success —regardless of who’s in the White House or Congress. With more than 30 years of experience in the financial services and political analysis industries, Jeff Bush will offer a brief history of how we got to where we are now, and how it affects your business. From budget bills to tax timebombs, you’ll get a better understanding of:
- The latest election updates and analysis
- The fiscal situation of our country, including Social Security reform
- Tax reform in 2025 (including why Democrats have more power than they may assume)
Jeff’s unique and entertaining style is not to be missed! Save your seat as he translates political jargon into growth strategies for business owners and high-net-worth clients.
A nonpartisan overview of the political environment and prospective legislation for advisors. From budget bills to tax timebombs, learn how the fiscal state of the country, including Social Security reform and upcoming tax reforms, can impact your business and high-net-worth client strategies.
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown the business line to one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide, he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating simple methodologies and proven models.
A dynamic and insightful speaker and author, Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for business owners, executives, and high-net-worth investors. The Washington Update is widely considered the financial industry's NONPARTISAN experts on all things Washington. Founded by Andy Friedman in 2008, Jeff is now the principal of the firm.