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.
WEBINAR | Wednesday, November 17 | 1p.m – 2 p.m. ET
Recommended CPE: 1 CPE credit, Taxes
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
- Joseph Wiser, Principal, CliftonLarsonAllen Wealth Advisors, LLC
- Lori Peterson, Principal, CLA
- Tammy Neel Pessmeg, Principal, CLA
- Bethany Hearn, Principal, CLA
This webinar is designed for individuals interested in market, economic, and tax updates.
Questions: Contact Sada Kempf at sada.kempf@CLAconnect.com or 920-232-2230.
See the event web page for more information and CPE details.
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. Recorded webinars are not eligible for CPE. Also, check out our event calendar to see what else is happening.