Financial Health Webinar Series for Individuals

Business men shaking hands
  • 6/23/2021
  • 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 (Recording)

Recording: CLA's Top Market Trends to Watch in 2021

Presentation slides: CLA's Top Market Trends to Watch in 2021

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 (Recording)

Recording: Mid-Year Update — Continuing the Recovery

Presentation Slides: 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:

June 23 — What Investors Need to Know About Potential 
Tax Law Changes (Recording)

Recording: What Investors Need to Know about Potential Tax Law Changes

In this webinar you will learn about proposed tax code changes that could have a big effect on investors. With tax policies in flux, we’ll explain what you need to know for your portfolio in 2021 and beyond. We’ll discuss current proposals for estate tax, individual income tax rates, and real estate and Opportunity Zone reforms.

At the end of this session, you will be able to:

  • Identify potential tax law changes that could impact your investment portfolio.

Who should attend

This session is designed for individuals interested in market, economic, and tax updates.

Speakers:

  • Mike Prinzo, Managing Principal of Tax
  • Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC
  • Abby Butz, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
  • Derek Hicks, Senior Wealth Advisor, CliftonLarsonAllen Wealth Advisors, LLC
  • Austin Bennett, Principal
  

*Recorded events are not eligible for CPE credit.

Event Cancellation Policy

For more information: