Financial Planning Tactics the Experts Know
Join us for our next Financial Intelligence webinar which will explore the importance of financial planning in making investment decisions and strategies to consider in today’s environment.
Key Topics:
- Financial planning goals and Expectations: Lifestyle, college, retirement, philanthropy, wealth accumulation and preservation
- Investment policy statements: A blueprint for Investing
- Applying the principles of “Dynamic Distribution of Assets” to achieve your goals
- Your investment plan: Effective tax strategies and proposed tax law changes
Host and Moderator:
PKF O’Connor Davies
Bruce A. Desrosiers, CPA, Tax Partner
Featured Speakers:
PKF O’Connor Davies
Alan S. Kufeld, CPA, Tax Partner
Altium Wealth
Scott Tasch, CFP, CLU, ChFC, Managing Director
Gregory Slater, CFA, CFP, CIPM, Chief Investment Officer