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Year-End Financial Planning + Q&A
Please join us for IEM's first ever Zoom webinar event with host, Cammy Smith, and co-presenters, Daniel Schoenecker and Charles Stewart.

IEM's Chief Financial Officer, Daniel Schoenecker, will provide a market commentary, with a recap of 2020, and where we go from here.

Private Wealth Manager, Charles Stewart, will provide us with a handful of financial planning items that you should be thinking about between now and year-end. The specific topics he will address are:

• The SECURE Act & CARES Act
• Employer plan contributions
• Roth IRA conversions
• Charitable giving

Following the presentation, we will have a Q&A session. Please send any questions you have in advance by emailing them to Melissa Costley at melissa@integratedequity.net.

Nov 18, 2020 12:00 PM in Central Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Melissa Costley.