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.
Key Topics:
- Life Wealth Phases
- Elements of Financial Planning
- Defining Expectations for the Future
- Case Studies
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®