Midyear Update:
2021 Essentials of Wealth Planning

  • Calendar Icon Thursday, June 3
  • Clock Icon 1:00 p.m. ET
  • Location Icon Webcast

Join us for a midyear update on the key events and trends that could impact your most-valued clients in the year ahead, including a regulatory and legislative update and an in-depth discussion of goals-based investing.

Featured Speakers

Matt Sommer

Matt Sommer, Ph.D., CFA, CFP®

Senior Managing Director, Retirement Strategy Group


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