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


Chris Hennessey
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

+ Add to calendar