Financial Health Webinar Series for Individuals

Business men shaking hands
  • 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

March 17 — Tax Planning for Investors (Recording)

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:

April 21 — CLA’s Top Market Trends to Watch in 2021
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
May 19 — Mid-Year Update — Continuing the Recovery

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:

 

 

Event Cancellation Policy

For more information: