Broker Check

From Economics & Beyond: An Educational Series

Last Webinar for 2023!

December 7, 2023    1:00 PM Eastern Time     Estate Planning: The Fundamentals + Advanced Strategies

with John Dwyer & Dean Mioli

Registration is OPEN            Register HERE

Deecember 7th

Tax Strategies & Estate Planning

Fundamentals and Advanced Strategies

Presented by


     John Dwyer, CPA/PFS, CFP®, CEPA®

Director, Wealth Strategist with City National Rochdale

Dean A. Mioli, CPA, CFP®, CIMA®, CLU®, AEP®
Director of Investment Planning, Investment Services Team with SEI


_____________________________________________________

Topics
Proper Titling, Beneficiary designations, advanced estate planning ideas, year-end thoughts and tax strategies, Donor Advised Funds, Qualified Charitable Donations -- AND probably more!

What happens when three experienced financial Advisors ask themselves, “How can we be a more beneficial resource to our clients and their financial future?”

The result is a powerful, educational series of webinars created with YOU in mind.

We're tapping into our connections and our Resources to Bring YOU The quality information you've been asking for

This is a unique opportunity to hear from nationally recognized speakers

and experienced professionals,

sharing their experience and their knowledge with you.



feel free to share With someone you feel

could benefit or may be interested

These seminars are for information purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, Hammortree Financial Services, Novin Cannon Financial Group. Strategic Wealth Partners or Wealth Strategies and opinions stated are their own.