In this practical session, our experts review the key tax changes shaping planning conversations for 2026. Topics include final 2025 action items, updates under the One Big Beautiful Bill, charitable giving changes, Roth conversion considerations, SECURE 2.0 updates, and an overview of the new Trump Accounts.

The message is clear: planning remains familiar, but it now requires greater coordination and precision. Watch the replay to stay ahead of the changes and guide clients with confidence.

Speakers:

• Christina Drain, CPA, Tax Consultant, Manning & Napier
• Christopher LaBounty, CFP®, CIMA®, Vice President, Advisor Consultant, Manning & Napier

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.