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:
|Rob Brown, CFP®, CPWA®
|Todd J. McDonald, CFA®
Director of Investment Strategy
Click the image below to visit our TRU Snacks Webinar Series page.