Webinar Replay: Estate Planning and Wealth Transfer Strategies in Today's Environment

Featured Speakers:

PKF O'Connor Davies:

Bruce Desrosiers, CPA and Partner, PKF O’Connor Davies

Christine Pronek, CPA, MST, 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).