On February 23 and 25, our firm hosted our Wealth Management Insights Forum for clients and professional partners regarding planning strategies for the coming year and beyond.
If you had a chance to attend in-person or are watching the recording, we hope you can complete our brief survey by clicking on this link. Your feedback will help future programming and content.
The following topics were covered by our colleagues Scott Christianson, CFP®; Samantha Pahlow, CTFA, AWMA®; Charissa Anderson, CFP®, CDFA®; and Mary Lago, CFP®, CTFA:
- Financial spring cleaning
- Tax policies to watch for from the new administration
- Strategic savings and spending priorities
- Simple steps toward establishing a wealth plan
A recording of the presentation can be accessed by clicking on the button below and the supporting slides can be found through this link.
Throughout the presentation, we referred to a handout that included resources to help clients with their “financial spring cleaning. This handout can be accessed by clicking on the link 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.