Tackling Client Needs, One Play at a Time

Fall is rapidly approaching in Wisconsin! As the weather begins to cool off and leaves change in hue, it’s hard to not be reminded of a true American pastime that coincides with this season:

Football is back! Huzzah!

Our favorite college and professional teams are returning to the gridiron, each with a unique storyline for their season. Perhaps they are defending a recent title or looking to bounce back from a sub-par year. Maybe they hired a new coach or coordinator and are anxiously anticipating the results. Whatever the case, each team is focused on the end goal of hoisting the championship trophy come January-February, 2023. The path to reach the title, however, is not as clear-cut. 

Teams must learn to overcome obstacles that present themselves during the season: internal conflict, a difficult rivalry game, hostile environments during away games, major injuries. Each trial becomes a learning and growth opportunity that strengthens championship mettle.

In order to meet these challenges head-on, coaches need to install a sound gameplan with their players. A thorough playbook is essential to hurdling championship-level challenges. 

The September Lunch & Learn event features our TrueHolistic Financial Planning team (read as “coaches”) installing your gameplan in response to recent political decisions. Specifically, the team addresses:

  • The Inflation Reduction Act, which institutes changes that cover the field like defensive backs in a zone scheme
  • Student Loan Forgiveness, with respect to the various yet important outcomes yielded by special teams plays; and
  • Education Funding and Planning, and how parents of college students can dissect and attack their options like a quarterback

Click on the video above to check out this month's Lunch & Learn event! All relevant links referenced in the presentation can be found below.

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Income Based Repayment Plan Handout

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This Presentation is part of our FREE Education Series. You can find our Lunch & Learn Schedule here: https://clientfirsttaxandwealth.com/2022-financial-education-schedule-topics/

Find us online at https://clientfirsttaxandwealth.com or email us at [email protected].

If you prefer talking to a live individual, give us a call at 262.335.1700

This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here: https://clientfirsttaxandwealth.com/video-content-terms-of-use/
Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a Registered Independent Advisor.

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