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UID:20201030T1844Z-1604083465.8521-EO-9037-1@198.46.93.14
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DTSTAMP:20260728T083556Z
CREATED:20201030T170930Z
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SUMMARY: Live Webinar: Achieving Financial Security and Success in a Tumult
 uous Environment
DESCRIPTION: We are pleased to announce our new series of live webinars exp
 loring vital issues of Financial Intelligence through the lens of expert in
 dustry insiders. Our series begins with a powerful analysis of what role fi
 nancial planning holds right now for individuals and families. As we all […
 ]
X-ALT-DESC;FMTTYPE=text/html: <p>We are pleased to announce our new series 
 of live webinars exploring vital issues of <strong>Financial Intelligence</
 strong> through the lens of expert industry insiders. Our series begins wit
 h a powerful analysis of what role financial planning holds <em>right now</
 em> for individuals and families. As we all strive to remain financially se
 cure through the current pandemic-driven economic crisis\, strategic planni
 ng can prove indispensable. Today’s challenges demand a “new normal” perspe
 ctive\, tailored focus\, grit and flexibility amid an uncharted economic la
 ndscape.</p><p><strong>Hosts and Moderators:</strong><br />Gemma Leddy\, CP
 A and Partner-in-Charge\, PKF O'Connor Davies Family Office<br />Douglas S.
  Ruttenberg\, CPA and Partner\, PKF O'Connor Davies</p><p><strong>Featured 
 Speakers from Altium Wealth:</strong><br />James Dowling\, Managing Directo
 r MSFS\, CFP®\, CLU®\, ChFC®\, CAP®<br /><span>Scott Tasch\, Managing Direc
 tor CFP®\, CLU®\, ChFC® </span></p><p><strong>Key Topics:<br /></strong></p
 ><ul><li>Life Wealth Phases</li><li>Elements of Financial Planning</li><li>
 Defining Expectations for the Future</li><li>Case Studies</li></ul><p><stro
 ng>More in the Financial Intelligence Value Series <br /></strong>Over the 
 coming months\, we’ll examine the following topics in our Financial Intelli
 gence webinars – each featuring specialists well-versed in the nuances of p
 ersonal finance\, family law\, strategic tax and estate planning\, risk mit
 igation\, private business ownership and investment pitfalls and opportunit
 ies. They will share their views of what may lie ahead and how addressing t
 he range of possible scenarios is the only antidote to unpredictability.</p
 ><p><strong>New Tactics for Protecting Your Family from Risk<br /></strong>
 <em>What the Experts Know About Insurance and Legal Entities <br /></em><st
 rong>Tuesday\, December 8\, 2020<br /></strong>4:30 p.m. - 5:30 p.m. EDT</p
 ><p><strong>Exceeding Your Grasp to Reach Your Goals<br /></strong><em>Inve
 stments\, Retirement and College Planning Tactics the Experts Know <br /></
 em><strong>Tuesday\, January 12\, 2021<br /></strong>4:30 p.m. - 5:30 p.m. 
 EDT</p><p><strong>Estate Planning and Wealth Transfer Strategies<br /></str
 ong><em>Tax and Investment Approaches the Experts Know<br /></em><strong>Tu
 esday\, February 9\, 2021</strong><em><strong>  </strong><br /></em>4:30 p.
 m. - 5:30 p.m. EDT<strong><br /></strong></p><p><strong>Optimizing Your Bus
 iness' Financial Position and Opportunity<br /></strong><em>Financial Plann
 ing Considerations the Experts Know <br /></em><strong>Tuesday\, March 9\, 
 2021</strong><br />4:30 p.m. - 5:30 p.m. EDT<strong><br /></strong></p><p> 
 </p><p> </p>
CATEGORIES:Firm-Hosted Events
ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/live-webinar-achieving-financial
 -security-and-success-in-a-tumultuous-environment/
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