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BEGIN:VEVENT
UID:20210508T1904Z-1620500676.4274-EO-10902-1@198.46.93.14
STATUS:CONFIRMED
DTSTAMP:20260723T224136Z
CREATED:20210506T154641Z
LAST-MODIFIED:20250714T181350Z
DTSTART;TZID=America/New_York:20210518T163000
DTEND;TZID=America/New_York:20210518T173000
SUMMARY: Live Webinar: Creating an Investment Strategy in an Uncertain Worl
 d
DESCRIPTION: Join us for our next Financial Intelligence webinar which will
  explore the importance of financial planning in making investment decision
 s and strategies to consider in today’s environment.  Key Topics: Financial
  planning goals and Expectations: Lifestyle\, college\, retirement\, philan
 thropy\, wealth accumulation and preservation  Investment policy statements
 : A blueprint for […]
X-ALT-DESC;FMTTYPE=text/html: <p>Join us for our next Financial Intelligenc
 e webinar which will explore the importance of financial planning in making
  investment decisions and strategies to consider in today's environment. </
 p><p><strong>Key Topics:</strong></p><ul><li>Financial planning goals and E
 xpectations: Lifestyle\, college\, retirement\, philanthropy\, wealth accum
 ulation and preservation </li><li>Investment policy statements: A blueprint
  for Investing </li><li>Applying the principles of "Dynamic Distribution of
  Assets" to achieve your goals </li><li>Your investment plan: Effective tax
  strategies and proposed tax law changes </li></ul><p><strong>Host and Mode
 rator: </strong><br /><em>PKF O'Connor Davies </em><br />Bruce A. Desrosier
 s\, CPA\, Tax Partner</p><p><strong>Featured Speakers:</strong><br /><em>PK
 F O'Connor Davies </em><br /><a href="https://t3pkfod.wpenginepowered.com/p
 eople/alan-kufeld/">Alan S. Kufeld</a>\, CPA\, Tax Partner</p><p><em>Altium
  Wealth </em><br /><a href="https://www.linkedin.com/in/scotttasch/">Scott 
 Tasch</a>\, CFP\, CLU\, ChFC\, Managing Director <br /><a href="https://www
 .linkedin.com/in/gregoryrslater/">Gregory Slater</a>\, CFA\, CFP\, CIPM\, C
 hief Investment Officer </p>
CATEGORIES:Firm-Hosted Events
ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/live-webinar-creating-an-investm
 ent-strategy-in-an-uncertain-world/
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TZID:America/New_York
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TZOFFSETFROM:-0500
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DTSTART:20210314T070000
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