It’s Saturday morning, you have a packed weekend coming up, and you want to quickly check your finances before you get on with your day. We’ve all been there, but…
Corporate Executives: How to Maximize Your 2022 Year-End Planning 11.3.22Tune in to our 30-minute webinar for a discussion on the important market and economic trends impacting corporate executives today. Our team will share key financial strategies for you to consider before year-end that may help you maximize your company stock, your compensation, and your portfolio.
Abby Rosen, Wealth Advisor and Co-Chair of RegentAtlantic Corporate Executive Specialty Practice
Chad O’Brien, Wealth Advisor and Co-Chair of RegentAtlantic Corporate Executive Specialty Practice
Melissa Weisz, Wealth Advisor and moderator