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PFK O’Connor Davies – Live Webinar

November 19 @ 4:30 pm - 5:30 pm

PFK O’Connor Davies – Live Webinar: Achieving Financial Security and Success in a Tumultuous Environment – 11/19
Uncommon Insight: What the Experts Know About Financial Planning that You Should Too
We are pleased to announce our new series of live webinars exploring vital issues of Financial Intelligence through the lens of expert industry insiders. Our series begins with a powerful analysis of what role financial planning holds right now for individuals and families. As we all strive to remain financially secure through the current pandemic-driven economic crisis, strategic planning can prove indispensable. Today’s challenges demand a “new normal” perspective, tailored focus, grit and flexibility amid an uncharted economic landscape.
Hosts and Moderators:
Gemma Leddy, CPA and Partner-in-Charge, PKF O’Connor Davies Family Office
Douglas S. Ruttenberg, CPA and Partner, PKF O’Connor Davies
Featured Speakers from Altium Wealth:
James Dowling, Managing Director MSFS, CFP®, CLU®, ChFC®, CAP®
Scott Tasch, Managing Director CFP®, CLU®, ChFC®
Key Topics:
  • Life Wealth Phases
  • Elements of Financial Planning
  • Defining Expectations for the Future
  • Case Studies
Thursday, November 19, 2020
4:30 p.m. – 5:30 p.m. EDT