Accounting Blog

Tax, Investment, & Planning Opportunities in 2018

Posted on Thu, Jul 19, 2018

For the past several years, LBA Haynes Strand has worked with our partners at HK Financial Services to provide wealth management planning strategies for our clients. Last week LBA Haynes Strand and HKFS presented an economic update webinar. We understand that life and schedules are extremely busy, so we wanted to provide a copy of the webinar for our clients and friends who may have missed the live showing.

In the video below, our speakers, John Bly, Principal and CEO at LBA Haynes Strand, Ann McCorkindale, Partner Emeritus at HKFS, and Suzanne Tudor, Director of Financial Planning at HKFS, discuss volatility and opportunities in the global synchronized expansion.

They also review financial and estate planning under the new estate tax law.


Tax, Investment, and Planning Opportunities in 2018

Webinar Cover

 


We hope you found this video helpful and please feel free to contact us with any follow-up questions that you may have, or if you'd like to arrange a meeting with one of our partners and our financial advisors!


 

Tags: LBA Haynes Strand, tax planning tips, wealth management, Estate planning, HKFS, webinar, investment planning