Financial & Tax Planning for the New Year

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January 4, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Joe Sullender, CFP® to talk about starting 2021 with a focus on re-assessing your situation.

Plans may have changed around retirement, the market has changed, how can you reassess and move forward in the new year?

Today’s discussion will focus on:

  • Setting Goals and “Risk Management” throughout each career phase (early, mid-career, pre-retirement)
  • Impact of recent changes in Tax Law under the SECURE Act

For questions or comments, email us in advance at

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