Lisa Calloway, TIAA Vice President, Education, who is with the firm of HD Vest Financial Services, will open the seminar with an overview on the Economy and Investment Opportunities. This will be followed by a presentation by the firm of Chasewood Wealth Management, giving an update on recent changes in IRA regulations. After a break for refreshments, the program will conclude with an update by Attorney Tod Almquist, on changes affecting Estate Planning.
Financial Topics Seminar
