The Washington Update, Speaking at the corner of Washington D.C. & Wall Street, Authority on Tax and Legal Policy
The Washington Update, Speaking at the corner of Washington D.C. & Wall Street, Authority on Tax and Legal Policy
For IN-PERSON EVENTS, the exact fee falls within the fee range on this page, unless this is a “Call for Fee.”
For VIRTUAL EVENTS, the fees can vary depending on how the presenter is used (example: virtual keynote, workshop sessions, multiple video messages, etc).
To learn the exact fee, complete the “Check Availability” form or call us (at 973-313-9800), email us at [email protected], or chat with one of our team members on LiveChat.
We look forward to helping you.
For IN-PERSON EVENTS, the exact fee falls within the fee range on this page, unless this is a “Call for Fee.”
For VIRTUAL EVENTS, the fees can vary depending on how the presenter is used (example: virtual keynote, workshop sessions, multiple video messages, etc).
To learn the exact fee, complete the “Check Availability” form or call us (at 973-313-9800), email us at [email protected], or chat with one of our team members on LiveChat.
We look forward to helping you.
A dynamic and insightful speaker and author, Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for business owners, executives, and high-net- worth investors. The Washington Update is widely considered the financial industry’s NONPARTISAN experts on all things Washington. Founded by Andy Friedman in 2008, Jeff is now the principal of the firm.
Jeff presents more than 200 times yearly in the US and abroad to a client base that includes a who’s who list of fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff frequently appears on CNBC’s Nightly Business Report, is featured in various industry publications, including Investment News, and a guest on POTUS Sirius/XM Radio.
While Jeff is best known as a keynote speaker, he has shared the stage with many notables, including prior Chairman and Vice Chairman of the Federal Reserve, Ben Bernanke and Stanley Fischer, Ron Insana, a reporter for Market Score Board and former Senior CNBC Analyst, Consuelo Mack, host of Wealth Track, Jeffrey Applegate, CIO for Morgan Stanley, Robert Reynolds President and CEO of Putnam Investments, and John Theil, former Vice Chairman of Global Wealth Management at Bank of America.
Jeff is a 30+ year veteran of the financial industry. By the end of his career on Wall Street, he managed a $50+ billion sales organization. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial. Jeff holds a bachelor’s degree in Business Administration/Management with an emphasis in Accounting, Computers, and Philosophy from William Jewell College. Jeff’s dedication, forward-thinking, and strategic abilities have resulted in performance records, industry awards, and industry accolades.
Bullets:
• Non-Partisan analysis of what’s happening in DC through the lens of a 30+ year veteran of the financial services industry.
• May have seen on CNBC, PBS, or heard on the POTUS channel on Sirius/XM Radio.
• Shared the stage with many notables from Fed Chair and Vice Chairs Bernanke and Fischer to Robert Reynold, President, and CEO of Putnam Investments.
• Aviation enthusiast flies his own aircraft to speaking engagements around the country.
In his Washington Update, Jeff Bush delivers a nonpartisan, comprehensive review of Washington DC legislation and regulation affecting investors, financial advisors, and business leaders built on his 30+ years of experience in the financial services and political analysis industries.
After a flurry of legislation in 2022, we hit the doldrums in 2023. As he accurately predicted, Congress wrestled with increasing the debt ceiling, and the budget debate crowded out any significant legislation late in 2023 as politicians ramped up their 2024 campaign efforts. Early in 2024, Congress continues its struggle to pass a budget bill. To get this done, elements of funding for Israel, Ukraine, and Taiwan will have to pair with significant border security compromises by the White House. Jeff expects to see some narrow bi-partisan bills pass in 2024. These narrow bills are associated with leaving voters the appearance of a functioning government. The United States/China relationship will continue as a primary focus for regulators and legislators, affecting industries and markets considerably.
Jeff predicts continued market volatility as Congress struggles with its basic budgeting function. There will be a more intentional focus on fiscal policy ahead of the 2024 election. This attuned focus will shade any legislative negotiations as our current fiscal situation is untenable.
His presentation gives audiences a fuller understanding of this complex issue, including prospects for Social Security reform. Republican control of the House of Representatives allows for continued investigatory authority across various issues, including border security failings, Ukraine war funding, Hunter Biden, Biden impeachment, and more.
The 2024 elections are the lens by which both parties will frame their efforts this year. Given that reality, Jeff breaks down the 2024 elections for the White House, Senate, and House of Representatives. Jeff suggests that the 2024 presidential election is the most interesting race in modern history, with more than a handful of non-traditional candidates and parties vying for the White House, and seemingly an electorate eager to hear from them. With President Biden running for a second term and drawing little challenge, the Democratic nomination is all but certain. President Trump continues to dominate the GOP primary despite or because of, his legal challenges. Jeff breaks down the elections and provides an analysis to his audiences in his unique and entertaining style.
Within an investor’s financial planning window is the expiration of the Tax Cuts and Jobs Act. Jeff explains the time- sensitive opportunities in the code, the investor reality should it expire, and the likely tax reform outcomes resulting from the 2024 elections. With a tax bill all but inevitable in 2025, he explains how the country’s future tax and spending policy impacts business owners, executives, and savers.
Jeff’s unique insights help investors and financial advisors navigate the changing landscape emanating from the nation’s capital. His presentation includes specific investment, wealth transfer, and retirement planning strategies.
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