Financial Health Webinar Series for Individuals

Event Detail
  • November 17, 2021
  • Noon – 1 p.m. CT
  • Location
  • Webinar Series
  • Hosting, Speaking
Business men shaking hands
Speakers
  • Joseph Wiser
  • Principal

Webinars

March 17 — Tax Planning for Investors (Recording)

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)

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)
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)
 

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
September 21 — The Need for Alternatives in Today’s Market Environment (Recording)

Recording: The Need for Alternatives in Today's Market Environment

Presentation slides: The Need for Alternatives in Today's Market Environment

This webinar will provide insights on how investors can effectively navigate the markets despite policy uncertainty. In light of Senate passage of the infrastructure bill (and the anticipated increase in government spending), we will discuss what you should be doing to position your portfolio for the future. Join us for a panel discussion focusing on the infrastructure, real estate, and credit markets.

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

  • Describe the market environment we are in today
  • Identify alternative investment options to help reach your investing goals

Who should attend

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

Speakers:

 

November 17 — Year-End Planning (Recording)

Recording: Year-End Planning

Presentation slides: Year-End Planning

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:

For more information:
Sada Kempf
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