Uncommon Insight: What the Experts Know About Financial Planning that You Should Too
We are pleased to announce our new series of live webinars exploring vital issues of Financial Intelligence through the lens of expert industry insiders. Our series begins with a powerful analysis of what role financial planning holds right now for individuals and families. As we all strive to remain financially secure through the current pandemic-driven economic crisis, strategic planning can prove indispensable. Today’s challenges demand a “new normal” perspective, tailored focus, grit and flexibility amid an uncharted economic landscape.
Hosts and Moderators:
Gemma Leddy, CPA and Partner-in-Charge, PKF O’Connor Davies Family Office
Douglas S. Ruttenberg, CPA and Partner, PKF O’Connor Davies
Featured Speakers from Altium Wealth:
James Dowling, Managing Director MSFS, CFP®, CLU®, ChFC®, CAP®
Scott Tasch, Managing Director CFP®, CLU®, ChFC®
Key Topics:
- Life Wealth Phases
- Elements of Financial Planning
- Defining Expectations for the Future
- Case Studies
More in the Financial Intelligence Value Series
Over the coming months, we’ll examine the following topics in our Financial Intelligence webinars – each featuring specialists well-versed in the nuances of personal finance, family law, strategic tax and estate planning, risk mitigation, private business ownership and investment pitfalls and opportunities. They will share their views of what may lie ahead and how addressing the range of possible scenarios is the only antidote to unpredictability.
New Tactics for Protecting Your Family from Risk
What the Experts Know About Insurance and Legal Entities
Tuesday, December 8, 2020
4:30 p.m. – 5:30 p.m. EDT
Exceeding Your Grasp to Reach Your Goals
Investments, Retirement and College Planning Tactics the Experts Know
Tuesday, January 12, 2021
4:30 p.m. – 5:30 p.m. EDT
Estate Planning and Wealth Transfer Strategies
Tax and Investment Approaches the Experts Know
Tuesday, February 9, 2021
4:30 p.m. – 5:30 p.m. EDT
Optimizing Your Business’ Financial Position and Opportunity
Financial Planning Considerations the Experts Know
Tuesday, March 9, 2021
4:30 p.m. – 5:30 p.m. EDT