Webinar Replay: Achieving Financial Security and Success In a Tumultuous Environment

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.



Key Topics:

  • Life Wealth Phases

  • Elements of Financial Planning

  • Defining Expectations for the Future

  • Case Studies


Hosts and Moderators:


PKF O’Connor Davies: Gemma Leddy, CPA and Partner-in-Charge, PKF O’Connor Davies Family Office Douglas S. Ruttenberg, CPA and Partner, PKF O’Connor Davies Altium Wealth: James Dowling, Managing Director MSFS, CFP®, CLU ® ChFC®, CAP® Scott Tasch, Managing Director CFP®, CLU®, ChFC®



REPLAY WEBINAR HERE