Financial Health Webinar Series for Individuals

The end of the year creates an opportunity for planning, both from a personal and a tax and investment perspective. This complimentary webinar will discuss tax and wealth advisory strategies for the remainder of 2021 and beyond.

At the end of this session, you will be able to:

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

Speakers

• Joseph Wiser, Principal, CliftonLarsonAllen Wealth Advisors, LLC
• Lori Peterson, Principal, CLA
• Tammy Neel Pessmeg, Principal, CLA
• Bethany Hearn, Principal, CLA