Estate Planning Opportunities In Turbulent Times

Date: Wednesday, May 20, 2020 Time: 12:30 PM - 1:30 PM Location: Webinar

With the IRS announcing record-low §7520 rates and declining AFRs coupled with lower market values, now is an ideal time for financial professionals and Estate Planners to open dialogue with their clients.

The team at Cohen & Company has joined forces with Sequoia Financial Group and Schneider Smeltz Spieth Bell to offer a Webinar to Estate Planners, CPAs and other financial professionals to define real-world strategies to help clients navigate this new financial landscape.

Panelists

Scott Swain, CPA, CFA, CFP, MT, Partner, Cohen & Company
Heather Welsh, CFP, AEP, MSFS, Vice President of Wealth Planning, Sequoia Financial Group
Jennifer Savage, Partner, Schnieder, Smeltz, Spieth, Bell LLP


For any questions, please contact Jennifer Novotny at jnovotny@cohencpa.com.