CLA Wealth Advisory Connection — Year-end Planning
10/23/2020
Tuesday, November 17
Webinar
3 – 3:45 p.m. CT
The end of the year symbolically brings an opportunity to both reflect and look forward. Of course, it also brings an end to the tax year and creates an opportunity to plan your year-end. Please join us for our next complimentary CLA wealth advisory connection as we discuss tax and wealth advisory strategies for the remainder of 2020 and beyond.
Speakers:
- Christopher Schuch, MBA, CFP® Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
- Austin Bennett, Principal
- Jennifer Rohen, Principal
Please register by November 16, 2020.
Questions?
Contact Sada Kempf at sada.kempf@CLAconnect.com or 920-232-2230.
Can’t make the webinar?
Fill out the webinar registration, and you will receive an email with the webinar recording and slides following the event. You may also check out our event calendar to see what else is happening.