On June 22, members of our our wealth management team revisited some important retirement, charitable and estate planning topics. Mary Lago, CFP®, CTFA, and Samantha Pahlow, CTFA, AWMA® encouraged clients to follow up with their portfolio managers and other professional partners for further guidance and support. Earlier in the quarter, we shared some focus areas with clients that would be productive to review now and others that can be addressed later in the year.
In this webinar, clients gained practical insights on:
- Retirement withdrawal and conversion strategies
- CARES Act charitable planning opportunities
- Timely estate planning strategies and concepts
Here are the slides that were presented in the webinar. To view the recording of this webinar, please click the image below.
