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.
Facing down the fiscal cliff
Bill Cass, CFP®, CPWA®, November 1, 2012
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.