Wealth Management Webinar Recording: Strategies for Now and Later

On June 22, members of our our wealth management team revisited some important retirement, charitable and estate planning topics. Mary Lago, CFP®, CTFA, and Samantha Pahlow, CTFA, AWMA® encouraged clients to follow up with their portfolio managers and other professional partners for further guidance and support. Earlier in the quarter, we shared some focus areas with clients that would be productive to review now and others that can be addressed later in the year.

In this webinar, clients gained practical insights on:

• Retirement withdrawal and conversion strategies
• CARES Act charitable planning opportunities
• Timely estate planning strategies and concepts

To view the recording of this webinar, please click 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.

Please see additional disclosures.