In August, we will be hosting a webinar for retiring partners, with optional complimentary consultations.

On the call, we’ll cover:

• Tax-efficient handling of PRP and other plan distributions
• Withdrawal and investment planning designed to improve after‑tax outcomes
• An introduction to a broader universe of investment opportunities, including access to private markets
• Bringing your finances together into a single, cohesive plan

You can fill out the form below if you would like your email to be included on our registration list. By filling this form out, you will receive the invite, reminder, and replay email we will share closer to August.

Please reach out to Marketing Manager, Mary Shults, [email protected] for questions.