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Post-election impact on year-end planning

Nov 17, 2022 01:00 PM in Eastern Time (US and Canada)

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Bill Cass, CFP®, CPWA®
Director, Wealth Management Programs @Putnam Retail Management
Mr. Cass is Director of Wealth Management Programs for Putnam Retail Management. He is responsible for developing and delivering wealth management-related content, educational programs, and marketing initiatives. Mr. Cass speaks regularly throughout the country to groups of financial advisors and investors on a wide range of financial planning topics, focusing on areas such as sustainable retirement income strategies, tax legislation, personal risk management, and efficient wealth transfer. He has been in the investment industry since he joined Putnam in 1990.
Chris Hennessey
Lawyer, C.P.A @Putnam Business Advisory Group || Babson College
Mr. Hennessey is a member of Putnam's Business Advisory Group, the company's national speaking bureau, since joining it in 2008. He also serves as Professor Emeritus of Law at Babson College and Faculty Director of Babson Global. He has extensive consulting experience on all wealth management topics relevant to financial advisors and their clients. Mr. Hennessey also co-founded an investment advisory firm, in which he is no longer active, that manages financial assets for high-net-worth individuals.