What's New In Personal Finance: 2025 Edition
Every year, new trends, events, financial products, and government policies and legislation affect our personal finances. This presentation will recap 2025 through a personal finance “lens” by reporting noteworthy personal finance news items and their implication for personal financial planning. The session will also include results of important 2025 research studies about financial topics and a preview of announced changes related to income, estate taxes, and Social Security for 2026.
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If class is cancelled by the participant because of COVID positive results, there will still be a processing fee incurred by the participant.



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