Host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® for a discussion about:

• What did we learn from the partial government shut down?

• How can Fed employees prepare for the possibility of another?

• How is the new tax law affecting financial planning decisions

o Roth versus Traditional contribution decisions

o Adjusting w/holdings

• What are Qualified Charitable distributions and who should take advantage of them?

For questions or comments, email us in advance at [email protected]