As the end of the year approaches, let's discuss investment portfolio strategies and assess planning opportunities in the areas of income tax, retirement and wealth transfer. This presentation will also enhance your knowledge in retirement planning, charitable giving and portfolio management.
We will have a guest speaker, Michael Cogswell, founding member of Command Financial Consulting, LLC. Previously, he was Senior Vice President at PIMCO, where held positions in both product management and national accounts.
Please click on the link below to join the webinar on the scheduled date/time - Wednesday, November 17th at 4:00pm EST.
Zoom Link: https://us02web.zoom.us/j/83456297228
Zoom Meeting #: 834 5629 7228
Or Dial: +1 312 626 6799
[*Note: Computer Audio is recommended vs. dialing in. If you experience any issues with the Zoom link, please use the Zoom Meeting # to manually enter the meeting and/or the Dial-in info to listen in.]
(Note: Michael Cogswell, PIMCO and Command Financial Consulting, LLC are not affiliated with Twombly Wealth Management Group, LLC and LPL Financial.)
Date and Time
Wed, Nov 17, 2021
4:00p - 5:00p EST