
FA Magazine
@famagazine
Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. fa-mag.com
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https://www.fa-mag.com/ 22-06-2023 17:37:24
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Avantax VP, Business Development & Head of the Avantax Women's Advisor Forum Laurie Stack is moderating a panel with independent Avantax financial advisors Diane DeOliveira, CFP®, AIF®, CRPS®, Caroline Piehl, CFP® and Kami Zonin, CFP ®, CDFA™ at FA Magazine #InvestInWomen24.






Right on the heels of Invest In Women, MARIA MENOUNOS talks financial health with renowned financial expert Nicole Lapin. Listen now! Episode 834: apple.co/3vcrg7f Episode 835: apple.co/3Tv8Vds



Join us for Ed Slott and Company’s Mid-Year IRA Planning Opportunities 2024! Gain exclusive insights and expert guidance to optimize your clients' tax strategies and secure their financial future. Don't miss out! Register now! #IRAPlanning #FinancialAdvisors event.on24.com/wcc/r/4549633/…


