2020 is shaping up to be a wild election year! Understandably, many financial professionals are concerned about how to prepare for any outcome, and how to help their clients prepare as well. After all, 80% of investors say the economy is their top issue this election and 45% of clients may want to change to their investments depending on who wins the presidency (Hartford Funds survey).
In this video webinar, podcast host Mike Woods discusses how to handle the election-related conversations with your clients, including:
- Handling opposing political opinions
- Preparing for either outcome of the election
- Steps to take now to protect your clients
- Possible capital gains and marginal tax rate changes
