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Year: 2024

Free Webinar: Leaving the U.S. – Financial Planning Tips & Traps

Please join us for a webinar on Feb. 13 at 7 pm EST focused on the unique personal finance considerations for a
U.S. citizen or resident preparing to leave the U.S. permanently. This workshop will be provided by Andrew Fisher and Andrejs Pilajevs from Cerity Partners.

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Exclusive Trip to Vienna in January 2025 – Select from two different ball packages

Austria’s capital Vienna, once the seat of the multicultural Austro-Hungarian Empire, is a vibrant and modern city with stunning reminders of its imperial past, a lively art and theatre scene, museums, shopping, famous coffee houses and culinary delights influenced by the cuisines of Central Europe.

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