Four Tax Planning Questions to Ask Before Year - End...

Brooke Napiwocki, CFP®, MBA | September 11, 2019

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Please click on the highlighted text to see my video blog: Four Tax Planning Questions to Ask Before Year-End...

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Nearly 1 in 5 families are impacted by special needs. There are many different areas impacted when you have a child or loved one with special needs, and financial planning is no different. This interactive presentation will provide valuable information to assist you with understanding the past, present and future of disability planning, how special needs planning differs from traditional planning, specific steps to manage planning within each lifestage, as well as case studies and resources. After you click on the registration button, you will receive an email 24 hours before the event date with information needed to access the Webex webinar. Please contact us at: info@crescendowm.com with any questions and we would be pleased to assist you!
September 17, 2020
12:00p - 12:45p

An interactive workshop that will focus on principles for successful long-term investing. Although investing is a gender-neutral sport (stocks and bonds don’t care whether you are a male or female) the content has been curated and will be presented in a way that is engaging and motivating for professional women. After you click on the registration button, you will receive an email 24 hours before the event date with information needed to access the Webex webinar. Please contact us at: info@crescendowm.com with any questions and we would be pleased to assist you!
October 15, 2020
12:00p - 12:45p

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