Wealth Management Webinar Recording: Planning for the Known and Unknown

On August 18, our firm hosted two wealth management webinars for clients regarding retirement and strategies for managing risk.

Our colleagues, Mary Lago, CFP®, CTFA, Josh Frankel, CFP®, and Scott Christianson, CFP®, covered the following topics for clients:

• Holistic planning
• Tax-efficient retirement savings and withdrawal strategies
• Managing risk such as long-term care and personal liability

A recording of the presentation can be accessed by clicking on the image below.

Disclosure

The views expressed represent the opinion of Ferguson Wellman. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information and Ferguson Wellman’s views as of the time of these statements. Past performance may not be indicative of future results. Ferguson Wellman, Octavia Group and West Bearing do not provide tax, legal, insurance or medical advice. This material has been prepared for general educational purposes only and not as a substitute for qualified counsel who can determine how this information applies to you. We believe the information provided is from reliable sources but should not be assumed accurate or complete.

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