On September 24th, Boston Financial Management hosted a live webinar titled Taking Control of Your Financial Planning. The discussion was led by Kathy Sablone, JD, AEP®, Director of Wealth Planning and Laurie Novak, CFP®, Wealth Manager. KC King, CFA, CIC, Managing Director joined for the introduction and as moderator of the live Q&A. They covered a range of topics, including managing your taxes, Roth conversions, charitable giving, and estate planning. These topics are complex, so below you will find overviews to help you navigate the information. As always, the team at Boston Financial Management is available to answer any questions.
To view PDF overviews all concepts discussed in the webinar, please click on the links below:
Important: This presentation does not contain any legal or tax advice. You should always consult with your attorney, accountant or other professional advisors before changing or implementing any tax, investment or estate planning strategy.
IRS Circular 230 Disclosure: Pursuant to IRS Regulations, we inform you that any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax related penalties or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.