|
Markets are notoriously unpredictable, and developing a stable investment plan can be difficult. This complimentary webinar will discuss current market trends and outline how effective investment and tax planning can help better position you to achieve your goals.
This webinar is the second in a two-part series. Visit the event web page for more information on our financial health webinar series for individuals, or to watch the recording of Tax Planning for Investors.
Speakers:
- Jamey Rappis, Principal
- Abby Butz, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
- Clayton Bland, Chief Wealth Advisory Officer, CliftonLarsonAllen Wealth Advisors, LLC
- Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC
Please register by April 20, 2021.
Questions:
Contact Sada Kempf at sada.kempf@CLAconnect.com or 920-232-2230.
Can’t make the webinar?
Fill out the webinar registration form and you will receive an email with the recording and slides following the event. You may also check out our event calendar to see what else is happening.
Event Cancellation Policy
|
