AAF Wealth Management's Investment Outlook

Secure 2.0 is designed to strengthen the retirement system and Americans’ financial readiness for retirement. However, it’s impossible to ignore our account balances as they swing up and down. AAF Wealth Management helps guide clients through periods of volatility. In this session, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, we provide valuable perspective on the current situation and recommendations for preparing your portfolio for uncertain environments.

Download the full slides from AAFCPAs’ Nonprofit Seminar >>

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About the Author

Kevin P. Hodson

Kevin is a Wealth Advisor at AAF Wealth Management, providing comprehensive solutions for family offices, high-net-worth individuals & families, as well as for-profit and not-for-profit organizations Kevin’s expertise strengthens each client’s financial situation by delivering a full range of solutions, identified based on need and uncovered through on-going consultative meetings and interactions. These solutions include personal financial planning, investment management, tax advisory, insurance, estate & philanthropic planning, and business succession planning.