The 2024 Key Financial Data for Clients is now available! The client-facing, compliance-approved guide is a convenient reference with many key items that can help with personal finances, including tax brackets, thresholds, limitations, exemptions and more.
Simply add your logo and contact information in the fillable fields and begin sharing it with your clients, prospects and professional network. It’s a great resource that keeps your business top of mind throughout the entire year.
Please submit a final copy to compliance within five days of distribution. If you make any changes beyond adding your logo and contact information, you will need to request additional compliance approval before sending. Please also retain final copies for recordkeeping purposes and to ensure the accuracy of disclosure and content distributed to the public.