On August 18, our firm hosted two wealth management webinars for clients regarding retirement and strategies for managing risk.
Our colleagues, Mary Lago, CFP®, CTFA, Josh Frankel, CFP® , and Scott Christianson, CFP®, covered the following topics for clients:
- Holistic planning
- Tax-efficient retirement savings and withdrawal strategies
- Managing risk such as long-term care and personal liability
A recording of the presentation can be accessed by clicking on the image below and the slides can be found through this link.
The information provided herein is for educational purposes only and should not be construed as investment advice or as an offer or solicitation. Not all securities are suitable investments for all investors; therefore, Ferguson Wellman Capital Management will not necessarily implement any particular strategies discussed herein for all clients. We recommend that you discuss questions regarding your individual portfolio and investment strategies with your portfolio manager.