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Year End Planning
November 17, 2021 @ 12:00 pm - 1:00 pm EST
FreeEvent Navigation
Participants of the live webinar will be eligible for 1 free CPE credit.
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.
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
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
- Bethany Hearn, Principal, CLA
CPE
Recommended CPE: 1 credit, Taxes
Prerequisites: None
Program level: Overview
Advance preparation: None
Delivery method: Group Internet Based
*Recorded events are not eligible for CPE credit.
