Focus on what counts
Events

TRU Snacks Webinar Series - The Fundamentals of Wealth Preservation

Feb 25, 2021

When

Thursday, February 25, 2021  12:00 PM - 12:30 PM ET (9:00 AM - 9:30 AM PT)

Where

Webinar

Our TRU Snacks webinar series provides the middle market with brief, strategic, and tactical business improvement information from Citrin Cooperman’s Transition Response Unit (TRU) live every Thursday at noon. Webinar attendees will be entered into a raffle to receive a complimentary Snack Pack gift basket after each session.

THE FUNDAMENTALS OF WEALTH PRESERVATION
Protecting one's assets is an integral part of wealth management, especially during changing times. In this special TRU Snacks session, advisors from Apexium Financial LP will join us to review the fundamentals of wealth management and best practices for wealth preservation.

Participants will leave with key takeaways, including:  

  • A general understanding of wealth management
  • The importance of creating an investment plan and sticking to it
  • The risk involved with traditional bond/stock portfolios and how to adapt



Featuring:

Rob Brown, CFP®, CPWA®
Partner
rbrown@afinlp.com  
Todd J. McDonald, CFA®
Director of Investment Strategy
tmcdonald@afinlp.com 



Click the image below to visit our TRU Snacks Webinar Series page.