Join us as the Windward Private Wealth Management advisors hold an advisory panel discussion online. Our discussion is open to any and all who can attend.
Thursday June 11, 2020 at 2:00 PM (CST)
The first half of the webinar we will discuss:
- Planning opportunities around Health Savings Accounts (H.S.A.’s)
- Considerations around home offices
- Investment mistakes to avoid in today’s environment.
The second half of the webinar will be open for attendee questions and panel discussions around these topics.
For those who cannot attend we are going to record it and it will be available after the 11th.
Drew Osborne, CFP®
Emily Petty, CFP®
Matt Bellomo, CPA
Darrell Tierney, CFP® CPA PFS
Steve Osborne, CPA
If you know someone who may be interested in this webinar, feel free to forward the link to the registration page.