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.
Topics include:
- 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
Featuring:
Chris Hennessey
Lawyer and CPA
Putnam Business Advisory Group
Host:
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
284869
More in: Estate and Wealth Transfer, Investments, Taxes