Silent Risk: When Your Advisor, CPA & Attorney Don’t Talk

You may have a financial advisor, a CPA and an estate planning attorney, but who is looking at how all of their recommendations fit together? Each professional may play an important role, yet retirement decisions involving income, taxes, healthcare, investments and your estate can affect one another in ways that aren't always obvious.

Join Wes Wood for Silent Risk: When Your Advisor, CPA & Attorney Don’t Talk to Each Other, a complimentary webinar exploring the potential blind spots that can arise when retirement planning happens in separate pieces. Through practical examples, you’ll see how one seemingly simple decision can create a ripple effect across your financial life and learn what questions to ask to help ensure someone is looking at the bigger picture.