2020 was wrought with change. Learn from the members of our Calabasas chapter as they share actionable strategies for 2021. Audio recording below - live event hosted on January 26, 2021
PANEL SUBJECT:
Taking Action in 2021: Squeezing Success Out of the Lemons from 2020
***NEW! This event has been featured in Yahoo! Finance***
PANELISTS AND DISCUSSION TOPICS:
Kendyl Roundtree, CFP®, MBA, MFP - Partner, Sagemark Consulting | Lincoln Financial Advisors – Investing for the future: combating low interest rates, taxes, and new challenges with wealth transfers.
Lindsey Carnett CEO & President, Marketing Maven – Keeping a nimble marketing strategy
Lara Donigian Mortgage Advisor, Commerce Home Mortgage – How to get approved for a loan under new COVID-19 guidelines
Elizabeth Hren Realtor, Rodeo Realty Westlake Village – Optimize your real estate for current market conditions
Katherine A. Hren Partner | Ballard, Rosenberg, Golper & Savitt, LLP – Providing Practical Advice for Employers
Kelly Pink P & C Insurance Broker, Corbett & Associates Insurance Agency – Cyber security in an age of the home office and home schooling
Maya Shulman Principal/Attorney, Shulman Family Law Group – How to navigate family law in the times of Corona
Laura Stone, CPA Partner, Citrin Cooperman – Learn how to protect your wealth from changes in tax laws or untended consequences
Hosted by The W Source Chapter Head of Calabasas, Kendyl Roundtree
Moderated by The W Source Co-Founder, Hannah Buschbom
Our local chapter: www.thewsource.com/calabasas-homepage
Learn more about the network: www.thewsource.com/why-the-w-source