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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.

TOPICS:
• 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.

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

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

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

REGISTER HERE

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

Location:
Online

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