CLA Wealth Advisory Connection

• Recorded 5/27/2020
• Webinar
• Hosting Speaking

In many ways, it feels like the world as we know it has changed forever. For investors, this may be the time to lean in and evaluate your financial plans. Join us for the next CLA Wealth Advisory connection, where we discussed:

• The importance of evaluating your financial plans
• Tax and estate planning
• Donor advised funds

Speakers:

• Clayton Bland, Chief Wealth Advisory Officer, CliftonLarsonAllen Wealth Advisors, LLC
• Michael Prinzo, Managing Principal of Tax

For more information:

• Sada Kempf
• Marketing Director

• 920-232-2230
• View Profile