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®


This document is provided for informational purposes only and represents only a summary of the topics discussed. The contents should not be construed as personalized investment advice or recommendations. Rather, they simply reflect the opinions and views of the author(s). You should seek advice from a financial advisor that is familiar with your individual circumstances before taking any action based on the contents herein. There can be no assurance that any particular strategy or investment will prove profitable. Investing in the stock market involves gains and losses and may not be suitable for all investors who risk the loss of all amounts invested. Information presented herein is subject to change without notice.

Altium Wealth Management LLC (“Altium”) is an SEC registered investment adviser with its principal place of business in the State of New York. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Altium, please contact Altium or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).