Financial Planning for Today & Tomorrow

How will changing regulations impact your financial future? What should you be doing now to safeguard and maximize your investments?

Back by popular demand, financial advisor Michael Zimmerman, BS ’98, CEPA, continues our financial wellness series with a look at the financial tips that may help you build a healthy financial future.

Joined by Kathy Sarlson from Jefferson’s Office of Institutional Advancement, this presentation shares insights on managing your investments, charitable contributions, and the impact of changing regulations and tax laws on your portfolio.