CLA - Prepare Your Portfolio for Higher Interest Rates and Taxes; Quarterly Economic Outlook Series Session 1

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Event Description:
In the first webinar in our complimentary Quarterly Economic Outlook series, we’ll discuss how to prepare your portfolio for possible higher interest rates and taxes in the first quarter. Economic data shows the reopening is real. Consumer spending, housing prices, and employment rates are bouncing back. What does this mean for interest rates and inflation? Join us on March 2 to learn how to prepare your portfolio for changing rates.
 

Upcoming Webinars:

  • March 2 — Prepare Your Portfolio for Higher Interest Rates and Taxes (Q1)
  • June 1 — Dig Deeper for Bottom-line Growth (Q2)
  • September 7 — Seek Diversification in Alternatives (Q3)
  • December 7 — Invest Sustainably with ESG (Q4)

Who should attend

This session is designed for individual taxpayers.
 

Speakers

  • Clayton Bland, Chief Wealth Advisory Officer, CliftonLarsonAllen Wealth Advisors, LLC
  • Chris Dhanraj, Managing Principal of Investments, CliftonLarsonAllen Wealth Advisors, LLC

Can't make the webinar?

Fill out the webinar registration, and you will receive an email with the webinar recording and slides following the event. Also, check out our event calendar to see what else is happening.
 
Location:
Virtual - Group Internet Based Webinar
This is a CLA Hosted Webinar
For more information and to register: Economic Outlook — Prepare Your Portfolio for Higher Interest Rates and Taxes : 2022 : Events : CLA (CliftonLarsonAllen) (claconnect.com)

 
Date/Time Information:
March 2, 2022
12pm - 1pm EST
Contact Information:
Katelyn Rota
Fees/Admission:
Complimentary
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