We’re adding sessions to our financial health webinar series for individuals! Please 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.
- Tara Frazer, Managing Director of Communication and Culture, CLA
- Melissa Labant, Principal, CLA
- Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC
- Gene Munster, Managing Partner and Co-Founder, Loup Ventures
- Kevin Yousif, President, Yousif Capital Management
Contact Sada Kempf at sada.kempf@CLAconnect.com or 920-232-2230.
Can't make the webinar?
Fill out the webinar registration form and you will receive an email with the recording and slides following the event. You may also check out our event calendar to see what else is happening, or browse through our other financial health resources.Event Cancellation Policy