Altair Webinar: Financial Planning Year-End 2020 Considerations
Wednesday, October 28, 2020
12:00 p.m. CST
In this 30-minute webinar, Altair’s Director of Financial Planning, Kathryn O’Hara, shares wealth transfer strategies and tax planning in light of potential legislation changes and Altair’s CEO Rebekah Kohmescher will comment on our firm’s year-end preparation.
Altair Advisers Webinar: Financial Planning Year-End Considerations
William Shannon, Director of National Business Development, Altair Advisers
Kathryn O’Hara, Director of Financial Planning, Altair Advisers
Rebekah L. Kohmescher, Chief Executive Officer, Altair Advisers
DOWNLOAD SLIDES DOWNLOAD OUR END OF YEAR CHECKLIST
For more information about past or future Altair webinars, please contact our Marketing team at marketing@altairadvisers.com.