Webinar Replay: Creating an Investment Strategy in an Uncertain World

Financial Planning Tactics the Experts Know

This webinar in our Financial Intelligence series explored the importance of financial planning in making investment decisions and strategies to consider in today’s environment. 

Webinar Replay Here 

Key Topics:

  • Financial planning goals and Expectations: Lifestyle, college, retirement, philanthropy, wealth accumulation and preservation 
  • Investment policy statements: A blueprint for Investing 
  • Applying the principles of “Dynamic Distribution of Assets” to achieve your goals 
  • Your investment plan: Effective tax strategies and proposed tax law changes 

Host and Moderator: 
PKF O’Connor Davies 
Bruce A. Desrosiers, CPA, Tax Partner

Featured Speakers:
PKF O’Connor Davies 
Alan S. Kufeld, CPA, Tax Partner

Altium Wealth 
Scott Tasch, CFP, CLU, ChFC, Managing Director 
Gregory Slater, CFA, CFP, CIPM, Chief Investment Officer