Join Putnam’s tax, investment, and financial-planning experts for a look at the likely consequences of the looming fiscal cliff.
Moderated by Wealth Management Strategist William D. Cass, CFP, the conference call will feature Michael J. Atkin, Fixed Income Portfolio Manager, and Christopher P. Hennessey, lawyer and CPA, Putnam Business Advisory Group.
Date: Wednesday, November 7, 2012
Time: 4:15 p.m. Eastern Time
Dial-in: 888-455-0337
Passcode: Putnam
Click here to register for this call.
David Sprinkle says: When will the the replay call be available for this ? It was very informative but I would like to replay some of the talking Points .
Many Thanks
WD Sprinkle
HD Vest Financial Services
Dallas TX
972-870-6300
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Income tax planning strategiesInvestors need to be mindful of the implications from the new tax law when considering tax strategies in 2013.
Estate tax rules set new environment for planningClients and advisors should start by reviewing their current estate plans and key documents to find where the new law creates opportunities.
Exploring the advantages of college savings plansPutnam’s Wealth Management experts Bill Cass and Chris Hennessey and education savings specialist Judy Minsk discuss ways to assess college savings programs in light of current trends and market conditions.
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