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TGIFFF – Thank Goodness It’s Finan¢ial Fitne$$ Friday —

September 17 @ 10:00 am - 11:30 am

Are you taking care of your own financial future?
Do you have retirement savings set aside?
Have you considered the distribution of your assets upon your death?

Now on every alternate month, our online roundtable for finance queries is hosted by Trust Director Tia Marsili, where each session will have a certified professional answering your questions on financial futures planning.

Our Guest Speakers:

Michael Kissinger
McLean Wealth Partners
President and Founder

Michael founded McLean Wealth Partners with the vision to provide independent comprehensive wealth management services to investors and families seeking objective guidance to achieve their financial goals. He has over 15 years of experience in investment strategies and estate planning. Michael has previously worked for both KPMG and Ernst & Young, LLP as a consultant specializing in financial strategies with estate and business planning for high-net-worth individuals and executives.

Jack Himpler, CPA
McLean Wealth Partners
Financial Associate

Jack joined McLean Wealth Partners in 2021 as a Financial Consultant with the mission of driving greater charitable giving of financial wealth through tax and financial planning so that families can become more intentional about the use of their wealth and how it impacts their enduring legacy. Additionally, Jack has developed a keen interest in helping families with special needs members through his involvement in his future-in laws’ planning for their son with special needs.
Jack previously worked at Ernst & Young, LLP as a tax consultant specializing in partnerships and individual returns. Jack worked primarily with high-net-worth individuals on a variety of different compliance and tax planning projects. This work has included estate and gift tax planning, as well as assisting our clients in the compliance work for their family businesses, trusts and individual returns.

Register for the webinar here

Details

Date:
September 17
Time:
10:00 am - 11:30 am
Event Category:
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