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Six Essential Financial Planning and Investing Themes Law Firm Partners Should Consider Starting 2021
The start of 2021 is a great time to evaluate financial priorities and review your personal financial plan. We believe there are numerous strategies that can be implemented to help navigate short-term market volatility as well as plan for long-term potential tax policy changes that a Biden administration may implement. This webinar provides a broad overview of several tax, financial planning, and investment strategies we feel are important in 2021. Our firm has a focus on working with partners at law firms. We understand the issues you face and your need for an advisor who is experienced to handle all aspects of your financial life, from investment management to tax efficiency and estate planning. We are independently owned and have no obligation to a large public company. Our relationships are transparent, and we have always done our best to be objective in our advice. Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, CFP® and wealth advisor, Anthony Rosetti, CFA®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.1 billion of assets.

Feb 24, 2021 03:00 PM in Eastern Time (US and Canada)

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