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.