About this Webinar
In 2020, a couple of large pieces of legislation took effect, like the SECURE Act in January and the CARES Act in March, that may change how you think about your taxes. Join our November webinar and learn five ways you can identify year-end opportunities that may help you save on your tax bill in 2021.
Featured Presenters
Heather Winston
Assistant Director, Retirement and Income Solutions - Principal
Heather is an Assistant Director of Advice & Financial Planning with Principal. She serves as the Chief Product and Sales Officer of Principal Advised Services, an affiliated digital Registered Investment Advisor and is responsible for the ongoing leadership and management of customer-facing teams supporting advisory products. In addition, she works frequently with senior leadership regarding advice strategy and initiatives while providing thought capital for internal and external media communications. Her primary work includes advice tools and product development as well as service delivery for current and future offerings impacting retail customers and former participants across all channels. Heather is both a Certified Financial Planner (CFP®) and a Certified Wealth Strategist (CWS®) with over 20 years of experience in the financial services industry.
Webinar Details
Date: Wednesday November 18, 2020
Time: 12:00 - 1:00 PM Eastern Time (US & Canada)
Cost: Free
Language: English
Webinar ID: 697005e81142
Dial-in Info:
Dial-in Number: +1 (312) 248-9348
Dial-in ID:
Dial-in Passcode: 1533
For financial professional/institutional use only.

If you are a FINRA registered representative, you may need approval from your broker-dealer to attend this event.

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