Plan Now Before It’s Too Late: The Essentials for Year-End Planning

Date: August 26th, 2020
Time: 2:00pm EST/11:00am PST

TED DENBOW

VICE PRESIDENT, HEAD OF SALES OF RIGHT CAPITAL

Ted has over 19 years of experience in the financial services industry, focusing on information technology, eMarketing, technology enablement, and sales. Prior to joining RightCapital Ted was the National Director of Sales Technology at Prudential Financial.

During his time at Prudential, he helped develop and implement numerous award-winning platforms supporting the sales efforts internally and externally with financial advisors. Ted collaborated with sales professionals to communicate the value of leveraging technology to gain an edge in the market place. He developed the first technology-themed insurance continuing education program and built a digital practice management program for financial advisors centered on finding sales opportunities and efficiencies through technology.

Steve Lockshin

Founder, AdvicePeriod

Steve Lockshin is a Founder and Principal of AdvicePeriod, where the firm’s mission is to reinvent wealth management. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. Steve is widely known for his technological approach to wealth advisory as well as his planning knowledge, and he is a frequent speaker on both topics. He memorialized his concerns about conflicts of interest within the industry in his guidebook for consumers, Get Wise to Your Advisor.

Eric Mundwiller, CPA, PFS

Partner Advisor, AdvicePeriod

Eric W. Mundwiller, CPA, PFS, is a Partner Advisor with AdvicePeriod. Eric and his team’s professional development, experience, and commitment focuses on providing a holistic, consultative approach to serve the comprehensive wealth advisory needs of corporate insiders, officers and senior executives, business owners, and other high net worth individuals and their families.

Prior to joining AdvicePeriod, Eric spent three decades providing comprehensive advice to clients, most recently as a Family CFO and Partner at Moneta Group. He earned his B.S. and Masters of Accountancy with a specialty in Taxation, from the University of Missouri – Columbia and earned his Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) designations.

Eric is a member of the American Institute of Certified Public Accountants (AICPA), the Missouri Society of Certified Public Accountants (MOCPA), and the Financial Planning Association. He enjoys spending time with his family and friends and attending his children’s numerous activities.

WHAT YOU'LL LEARN

The end of the year typically brings about planning opportunities for advisors and their clients. The fact that this is an election year and that the candidates are so polarized in their platforms only exacerbates the range of possibilities.

Join Steve Lockshin, AdvicePeriod Founder, Ted Denbow, Head of Sales at RightCapital, and Eric Mundwiller, AdvicePeriod Partner Advisor, for an engaging discussion centered on general year-end income tax planning strategies and estate planning considerations. Learn about the different actions that can and should be taken now to plan for any changes that may result from an election year. Sign up now, before it’s too late.

WEBINAR DETAILS

DATE: August 26th, 2020
TIME: 2:00pm EST/11:00am PST
DURATION: 60 Minutes

Disclosures

TED DENBOW

VICE PRESIDENT, HEAD OF SALES OF RIGHT CAPITAL

Ted has over 19 years of experience in the financial services industry, focusing on information technology, eMarketing, technology enablement, and sales. Prior to joining RightCapital Ted was the National Director of Sales Technology at Prudential Financial.

During his time at Prudential, he helped develop and implement numerous award-winning platforms supporting the sales efforts internally and externally with financial advisors. Ted collaborated with sales professionals to communicate the value of leveraging technology to gain an edge in the market place. He developed the first technology-themed insurance continuing education program and built a digital practice management program for financial advisors centered on finding sales opportunities and efficiencies through technology.

Steve Lockshin

Founder, AdvicePeriod

Steve Lockshin is a Founder and Principal of AdvicePeriod, where the firm’s mission is to reinvent wealth management. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. Steve is widely known for his technological approach to wealth advisory as well as his planning knowledge, and he is a frequent speaker on both topics. He memorialized his concerns about conflicts of interest within the industry in his guidebook for consumers, Get Wise to Your Advisor.

ERIC MUNDWILLER, CPA, PFS

Partner Advisor, AdvicePeriod

Eric W. Mundwiller, CPA, PFS, is a Partner Advisor with AdvicePeriod. Eric and his team’s professional development, experience, and commitment focuses on providing a holistic, consultative approach to serve the comprehensive wealth advisory needs of corporate insiders, officers and senior executives, business owners, and other high net worth individuals and their families.

Prior to joining AdvicePeriod, Eric spent three decades providing comprehensive advice to clients, most recently as a Family CFO and Partner at Moneta Group. He earned his B.S. and Masters of Accountancy with a specialty in Taxation, from the University of Missouri – Columbia and earned his Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) designations.

Eric is a member of the American Institute of Certified Public Accountants (AICPA), the Missouri Society of Certified Public Accountants (MOCPA), and the Financial Planning Association. He enjoys spending time with his family and friends and attending his children’s numerous activities.

WHAT YOU'LL LEARN

The end of the year typically brings about planning opportunities for advisors and their clients. The fact that this is an election year and that the candidates are so polarized in their platforms only exacerbates the range of possibilities.

Join Steve Lockshin, AdvicePeriod Founder, Ted Denbow, Head of Sales at RightCapital and Eric Mundwiller, AdvicePeriod Partner Advisor for an engaging discussion centered on general year-end income tax planning strategies and estate planning considerations. Learn about the different actions that can and should be taken now to plan for any changes they may result from election year. Sign up now, before it’s too late.

WEBINAR DETAILS

DATE: August 26th, 2020
TIME: 2:00pm PST/11:00am PST
DURATION: 60 Minutes

Disclosures

Webinar Series

August 26th, 2020 at 2:00pm EST/11:00am pst

Plan Now Before It’s Too Late: The Essentials for Year-End Planning

REGISTER NOW!

Be sure to sign-up quickly. The first 100 sign-ups will have the opportunity to ask Ted, Steve, and Eric questions during the webinar.

See some of our previously hosted webinars here

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