FEATURED PRESENTER
Jeremy Kisner, CFP
Jeremy is the Director of Financial Planning at Surevest Private Wealth. He helps keep Surevest’s financial life planners current on the latest strategies and law changes, as well as advising on complex cases for high net-worth clients. Jeremy is also a Senior Wealth Advisor, providing financial planning and investment management services directly to a select group of Surevest clients.
Learn MoreWhat People are Saying...
"Your webinar made a lot of sense and helped me rethink my retirement plan."
Richard J.
"Really enjoyed the presentation, our presenter, and the format. I took notes, and learned some valuable things. This was a valuable program, and thank you for offering it without charge."
Linda B.
Disclosure: "The content of this webinar is for informational purposes only. Attendees should not take action on advice without speaking to their financial advisor, tax preparer or attorney. Securities mentioned in this webinar (if any) may be owned by Surevest employees and/or clients. This webinar should not be construed as a recommendation to buy, sell or take any specific action as it relates to securities mentioned. For further disclosures please visit https://svwealth.com/disclosure/. Please contact Surevest Management if you have any questions or would like additional information. Surevest, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Surevest, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Surevest, LLC unless a client service agreement is in place."
