In this webinar, Holly Mazzocca, CFP®, CAP®, Wealth Advisor, Principal, and President of Bartlett Wealth Management, moderates an engaging panel discussion examining the key areas our firm is focused on as the year unfolds.

Featuring:

• Justin Ellis, CFA®, CFP®, Wealth Advisor, Principal
• Gina Slayton, CFP®, CEPA®, Wealth Advisor, Financial Planning Team Lead
• Jon Finkler, Head of Fixed Income Services

DISCLOSURE: All opinions expressed in this video are for general informational purposes only. Bartlett Wealth Management (“Bartlett”) does not provide tax or legal advice, and nothing contained in these materials should be taken as such. To determine which investments or planning strategies may be appropriate for you, consult your financial advisor or other industry professional prior to investing or implementing a planning strategy. As always please remember investing involves risk and possible loss of principal and past performance does not guarantee future returns; please seek advice from a licensed professional.