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Thank you for your interest in this seminar. We look forward to seeing you soon!
Just after this message, you will receive a confirmation email with the event details, including the Zoom link and an Outlook .ics file to add the event directly to your calendar.
Please do not hesitate to reach out with any questions.
As part of the Duane Morris family since its founding in 1987, Wescott is proud to offer this discussion of retirement planning topics especially relevant to Duane Morris Partners, including critical Financial Planning considerations related to asset allocation, required minimum distributions, social security, and taxes; our investment philosophy, strategy, and approach; and a Question & Answer session.
Meet Our Panelists
- Mark McCarron, CFA – Partner and Chief Investment Officer
- Alex Rawdin, CFP® – Director of Client Development and Growth Strategy
- Karen McIntyre, CFP® – Partner, Senior Financial Advisor and Business Development Officer
- James Ciamacco, MT, CFP® – Senior Financial Advisor