Original Air Date: December 9, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline. 

Read the Article: https://www.henssler.com/seize-the-moment-essential-financial-steps-before-year-end