Join Tim Hamilton for a Compound Conversation featuring our new Head of Wealth Management, Eric Flynn, CPA, CFA and General Counsel, Marc Primiani, JD.
📆 Date: Thursday, September 26th
🕚 Time: 2 pm ET / 11am PT
Whether you’re a client of Compound Planning or you’re interested in learning more about our company and services, this conversation is the perfect opportunity to:
→ Meet two of our newest leaders who bring decades of experience and strategic insights to our rapidly growing firm
→ Hear from Marc and Eric about their experiences growing successful companies and what attracted them to Compound Planning
→ Learn what’s new with our Personal Wealth Dashboard and how these updates enable our advisors to drive exceptional client experiences
DISCLOSURE: These events have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in these presentations. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.