Important Information for High Net Worth Individuals and Families

This webinar proactively addresses the significant impact of proposed tax law changes, including the elimination of current strategies and increasing tax rates on high net worth clients and how it can affect their wealth planning. Join presenters, Sean R. O’Connell and Violet Price of PBMares, along with Daniel H. Yoo, Senior Wealth Advisor of PBMares Wealth Management, and William A. Conway, Attorney, of Legacy Counsel Law, for this important discussion and presentation.

Read more and access the recording here.

Be sure to consult with your financial advisor on this topic as individual situations may vary. The information contained in this webinar and any related materials is not intended to constitute legal, financial, or other professional services advice. The content is provided on an “as is” basis and PBMares makes no representations or warranties about the accuracy or sustainability of any information for your purposes. For any specific questions you may have, please reach out to the presenters or contact us.

About the Author:

Daniel Yoo PBMares Wealth AdvisorDaniel H. Yoo, CFP®, CEPA®, CM&AA®
Senior Wealth Advisor

As a Senior Wealth Advisor and Certified Financial Planner™, Daniel Yoo simplifies the financial lives of entrepreneurs, executives, and their families. He is also a Certified Exit Planning Advisor® to help business owners understand and optimize the value of an exit strategy.