Parsing the November 5th Election Results: Impact on the Financial Planning Profession

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Veteran lobbyist Duane Thompson will provide FPA PAC supporters with a preview of what the November 5^th election will mean for the profession. Will planners see a “rubber band effect” if Republicans take control and push for de-regulation from the Biden years? What will happen to the Tax Cuts and Jobs Act provisions that are set to expire next year without government action? With the presidential contest too close to call, some of the issues to be covered are not ‘What If’ scenarios but more of the ‘What and when’ actions in the wake of what may be the Mother of all Cliffhanger Elections.

Duane Thompson

President

Potomac Strategies, LLC

Duane is president of Potomac Strategies, LLC, a legislative and regulatory consulting firm founded in 2009. He has 25 years of experience specializing in analysis and advocacy work related to federal and state regulation of financial advisors. Duane is a periodic contributor to the Investment and Wealth Institute’s flagship publication, Investments & Wealth Monitor, as well as Prudent Practices for Investment Advisors, a publication of Fi360, Inc., a Broadridge company. Duane holds the Accredited Investment Fiduciary Analyst designation, a Master's in journalism from the University of Missouri-Columbia, and a Bachelor of Arts with a double-major in history and studio art from Principia College in Elsah, Ill.