On October 13, our firm hosted the Year-End Insights: Certain Strategies for Uncertain Times webinar presented by Mary Lago, CFP®, CTFA and Samantha Pahlow, CTFA, AWMA® and included presentations from Steve Holwerda, CFA, George Hosfield, CFA and Chris Bixby, CFP®, EA.
A recording of the presentation can be viewed below and the slides can be found by clicking the button below.
Ferguson Wellman and West Bearing do not provide tax, legal, insurance or medical advice. This material has been prepared for general educational and informational purposes only and not as a substitute for qualified counsel. You should consult qualified professionals to understand how this information may, or may not, apply specifically to you.