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FROM ECONOMICS & BEYOND: AN EDUCATIONAL SERIES


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.

LAST WEBINAR FOR 2023

 

  December 7, 2023    12:00 PM Central Time     Estate Planning: The Fundamentals + Advanced Strategies 

with John Dwyer & Dean Mioli

 Registration is OPEN!!    CLICK HERE TO REGISTER


                                                                                         

December 7th

 Tax Strategies & Estate Planning

Fundamentals and Advanced Strategies

Presented By:

 JOHN DWYER, CPA/PFS, CFP®, CEPA®

DIRECTOR, WEALTH STRATEGIST WITH CITY NATIONAL ROCHDALE


And

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!

 

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 experts,

sharing their experience and their knowledge with you.


Feel free to share with someone you feel

could benefit or may be interested

<br/>Annette Hammortree, CLTC, RICP<sup>&#174;</sup>


Annette Hammortree, CLTC, RICP®

My Philosophy is: Treat people as you wish to be treated. Understanding that, while the financial needs for each of my clients may be different, the goal is always the same…to help provide the financial confidence we all want to achieve.

Learn more about Annette and Hammortree Financial
<br/>Rebecca Novin-Cannon J.D., CExP&#8482;


Rebecca Novin-Cannon J.D., CExP™

I empower my clients to ‘live clearly’ and make critical wealth decisions based upon facts.  I take a holistic, integrative approach, coordinating all facets of a client’s personal and business finances, and I strive to create personal economies that can produce long term wealth, abundant retirement income, tax efficiency, minimal cost, curtailed risk and enhanced legacy protection. 

Learn More About Becky and Novin Cannon Financial
<br/>Karen Jessey, ChFC<sup>&#174;</sup>, CLU<sup>&#174;</sup>, RICP<sup>&#174;</sup>, CExP&#8482;


Karen Jessey, ChFC®, CLU®, RICP®, CExP™

I truly believe everyone should have the opportunity to be financially successful – to their own definition of success, not mine.  Helping families achieve lifelong dreams, helping business owners figure out success while working and when retiring, and helping individuals sleep better at night because we’ve walked through problems and solutions, this is my passion.

Learn More About Karen and Strategic Wealth Partners

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.