Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Conference call for financial advisors on November 19
Putnam Investments, November 11, 2013
Exclusively for financial advisors, Putnam’s wealth management team leads a call on recent budget proposals and how investors can prepare for this tax season.
Post-government shutdown update: Where things stand today
What’s ahead: Budget Conference Committee proposal, government funding, and debt ceiling
You and your clients: Year-end wealth management planning ideas
Lawyer and CPA
Putnam Business Advisory Group
Bill Cass, CFP®
Director, Wealth Management Group
Date: Tuesday, November 19, 2013 Time: 4:14 p.m. EST Dial: 1-888-455-0337 Password: Putnam