Peter, Submit Your Questions: Tax and Policy Updates Explained

‘Ask Me Anything’ Markets and Taxes

As tax season unfolds, it’s crucial to stay informed about how recent election outcomes and potential tax changes could affect your financial portfolio. Join our specialists Brian Blagdon, Head of Investment Specialists and Elyse Ausenbaugh, Head of Investment Strategy, who will cover potential market impacts, and Sarah Daya, Central Division Lead, Wealth Planning and Advice, who brings extensive experience from her tenure at the IRS, where she specialized in complex estate, gift, and fiduciary tax matters and will provide an overview of the latest tax legislation and policy changes.

‌

What to Expect:

•

Tax and Policy Updates: Our specialists will kick off the session with an overview of the latest developments in tax legislation and policy changes resulting from the recent elections. Gain a clear understanding of the potential implications for your investments and financial planning.

•

Interactive Q&A Session: We value your input and encourage you to drive the discussion. During registration, you’ll have the opportunity to submit your questions. You’ll have to tune-in to the webcast to hear which questions will be addressed during our session. Engage with our panel of specialists and get the answers you need to make informed decisions. Please note there will not be a live Q&A session during the webcast, we will address pre-submitted questions only.

Whether you’re a seasoned investor or just starting to build your portfolio, this webcast is tailored to provide you with the knowledge and tools necessary to help navigate the complexities of tax season. Don’t miss this opportunity to connect with industry professionals and gain valuable insights.

‌

Register now to secure your spot and ensure your questions are part of the conversation. We look forward to helping you make the most of your financial future.

CONTINUE

Join us for this event

Date: Thursday, January 23, 2025

Time: 12:00 p.m. ET

Our Speakers

Sarah Daya

Executive Director, Wealth Planning and Advice

J.P. Morgan Wealth Management

Elyse Ausenbaugh

Head of Investment Strategy

J.P. Morgan Wealth Management

Brian Blagdon

Head of Investment Specialists

J.P. Morgan Wealth Management

CONTINUE

UNLOCK YOUR ACCESS TO INSIGHTS FROM OUR INDUSTRY LEADERS

Access our on-demand webcast library for the latest market commentary and gain valuable insights from industry leaders.

EXPLORE NOW

Email Security Information

If you have concerns about the authenticity of this message, please visit chase.com/CustomerService for options on how to contact us.

Important Information

‌

The views, opinions and estimates expressed herein are those of the speakers and are subject to change without notice. Opinions herein may differ from those expressed by other areas of J.P. Morgan Wealth Management. This information in no way constitutes J.P. Morgan Research and should not be treated as such. The views contained herein are not to be taken as an advice or a recommendation to buy or sell any investment in any jurisdiction and there is no guarantee that any of the views expressed will materialize. Any forecasts, figures, opinions or investment techniques and strategies set out are for information purposes only; based on certain assumptions, current market conditions and are subject to change without prior notice. All information presented herein is considered to be accurate at the time of writing, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any securities or products. In addition, investors should make an independent assessment of the legal, regulatory, tax, credit, and accounting implications and determine, together with their own professional advisers, if any investment mentioned herein is believed to be suitable to their personal goals. Investors should ensure that they obtain all available relevant information before making any investment. It should be noted that investment involves risks, the value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. Both past performance and yield may not be a reliable guide to future performance.

‌

Closed captions are made available for all J.P. Morgan Wealth Management webcast events. If any accommodation is needed for this event (for example, ASL interpretation), please contact: jpmwm.events@jpmorgan.com

‌

JPMorgan Chase & Co. and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.

‌

Asset allocation/diversification does not guarantee a profit or protect against a loss.

‌

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

INVESTMENT AND INSURANCE PRODUCTS:
• NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE

ABOUT THIS MESSAGE

This service email gives you updates and information about your J.P. Morgan relationship.

This email was sent from an unmonitored mailbox. Go to chase.com/CustomerServicefor options on how to contact us.

‌

Your privacy is important to us. See our online Security Center to learn how to protect your information.

LC-SDI11325

Your Return Means Much

2025 F1

RJ Hamster

Peter, Submit Your Questions: Tax and Policy Updates Explained

Peter, Submit Your Questions: Tax and Policy Updates Explained

Join us for this event

Our Speakers

Sarah Daya

Elyse Ausenbaugh

Brian Blagdon

UNLOCK YOUR ACCESS TO INSIGHTS FROM OUR INDUSTRY LEADERS

Share this:

Like this:

Related articles