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Please join us for two more complimentary webinars in our financial health webinar series for individuals.
The Need for Alternatives in Today’s Market Environment
Tuesday, September 21 | 1 – 2 p.m. CT
Recommended CPE: 1 CPE credit, Economics
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
Year-End Planning
Wednesday, November 17 | Noon – 1 p.m. CT
Recommended CPE: 1 CPE credit, Taxes
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
These webinars are designed for individuals interested in market, economic, and tax updates.
Questions?
Contact Sada Kempf at sada.kempf@CLAconnect.com or 920-232-2230.
See the event web page for more information and CPE details.
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