Webinar: A Look Back at 2023 & Planning for the Year Ahead

The Commas team was excited to partner with our colleagues at Truepoint Wealth Counsel to host our first Truepoint Talks webinar of 2024, featuring August Hemmerich and Conor Feldmann.

Some of the planning opportunities covered in the webinar include:

  • Utilizing retirement savings accounts and Health Savings Accounts (HSAs)
  • Navigating college funding and the FAFSA
  • Converting a 529 to a Roth IRA
  • Using Flexible Spending Accounts (FSAs)
  • Saving in a high interest rate environment
  • Reviewing your insurance coverage

Feel free to share with anyone who might be interested in these tips. And as mentioned in the recording, you can follow Conor’s ongoing market commentary on Demystifying Markets.

If you have any questions about the content shared in the webinar linked above, please feel free to reach out to our team.

Commas is a wholly-owned subsidiary of Truepoint Inc., a fee-only Registered Investment Adviser (RIA).  Registration as an adviser does not connote a specific level of skill or training.  More detail, including forms ADV Part 2A and Form CRS filed with the SEC, can be found at www.usecommas.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.