Financial Health Webinar Series for Individuals

- 4/21/2021
- Webinar
- Hosting Speaking
Please join us for our complimentary financial health webinar series for individuals.
Time
Each webinar will take place from Noon – 1 p.m. CT.
Webinars
Recording: Tax Planning for Investors
For investors and taxpayers, 2021 may bring some complexity, opportunities, and questions related to your portfolio and tax returns. Join us for a discussion on tax planning, and learn what you should be considering now so you don’t miss opportunities for the future. Topics include:
- Tax and legislative updates
- Financial planning: an important building block in your estate plan
- Income tax strategies to consider
Speakers:
- Mike Prinzo, Managing Principal of Tax
- Melissa Labant, Principal
- Brian D’Orazio, Managing Principal of Wealth Advisory, CliftonLarsonAllen Wealth Advisors, LLC
and Beyond
Markets are notoriously unpredictable, and developing a stable investment plan can be difficult. We’ll discuss current market trends and outline how effective investment and tax planning can help better position you to achieve your goals.
Speakers
- Jamey Rappis, Principal
- Abby Butz, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
- Clayton Bland, Chief Wealth Advisory Officer, CliftonLarsonAllen Wealth Advisors, LLC
- Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC
Join us for this complimentary webinar where we will provide a mid-year market and legislation update. We will also engage with industry professionals for a lively panel discussion on strategies for finding growth in public and private markets.
Speakers:
- Tara Frazer, Managing Director of Communication and Culture, CLA
- Melissa Labant, Principal, CLA
- Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC
- Gene Munster, Managing Partner and Co-Founder, Loup Ventures
- Kevin Yousif, President, Yousif Capital Management