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Year-End Planning Strategies
In collaboration with Helios Quantitative Research, PIMCO, and Chicago Booth Center for Decision Research, we are excited to announce another continuing education workshop for on-the-go financial professionals.

What are we covering?
Clients expect advisors to proactively help organize their complex financial affairs and deliver experiential alpha. This session provides actionable strategies in the areas of tax planning, charitable giving, retirement, and portfolio management. Including how to identify a checklist of planning strategies for year-end discussion as well as add value to client relationships by providing an organized and timely service.

What will you get?
One hour of CE credit applied to CFP, IWI, or CPA designations.

How do you receive credit?
Register with your legal name and proper licensing information, stay for the entire webinar (that part is important), and we will submit the time directly to the correct agency.

Nov 4, 2020 09:00 AM in Pacific Time (US and Canada)

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