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Capita's Financial Bootcamp Spring 2024

by
Zacc Call

Capita's Financial Bootcamp Spring 2024

Erik Soderborg (Retirement Nerds), Tim Holland (Orion OCIO), and Zacc Call, CFP® (Capita) discussed the important topics of: The Great Medicare Debate, Market & Economic Outlook, and How To Manage The Social Security Tax Torpedo.

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All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
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