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Upcoming Event

Webinar | Financial Health Series: Year-End Planning

Wed. November 17, 2021
1:00 pm - 2:00 pm

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Please join CLA for their complimentary financial health webinar series for individuals | The end of the year creates an opportunity for planning, both from a personal and tax and investment perspective. This webinar will discuss tax and wealth advisory strategies for the remainder of 2021 and beyond.

• To describe the potential infrastructure changes impacting estate and gift plans
• To identify tax and wealth advisory strategies to incorporate into year-end planning

Who should attend
• This session is designed for individuals interested in market, economic, and tax updates.

Brian McKibban, Principal, CliftonLarsonAllen Wealth Advisors, LLC
Lori Peterson, Principal, CLA
Tammy Neel Pessmeg, Principal, CLA

Wednesday, November 17, 2021
1:00 p.m. - 2:00 p.m. ET

Recommended CPE: 1 credit, Taxes
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based


Compliments of CliftonLarsonAllen - a member of the EACCNY.
Important disclosure information from CliftonLarsonAllen: Wealth Advisory Disclaimers


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