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After working with PwC partners over the past decade, Wealthstream Advisors hosted a special live 30 minute webinar for PwC partners. The discussion was hosted by members of the Wealthstream team and covered some of the most important planning items our partners have faced:
- Allocating year-end distributions
- Understanding different compliant investment strategies
- Determining long-term tax planning considerations
- Managing cash flow in retirement
- Planning for sabbatical leave
To view the recording, please fill out the form.
Access the Recording
Speaker: Eric Siss, CFP®
Eric Siss is a Senior Advisor and Director of Financial Planning at Wealthstream Advisors. As an advisor, he is responsible for partnering with clients to create custom retirement, tax, investment, insurance, and estate planning strategies. In his director role, he analyzes industry trends and planning techniques to continuously enhance the Wealthstream client experience.
Speaker: Joe Orff, CFA, CFP®
Joe Orff is a Senior Advisor at Wealthstream Advisors, where he discusses short and long-term financial planning goals with clients to set them up for success. He also serves as the firm’s Director of Investment Research, analyzing current and potential investments to ensure client portfolios are invested appropriately for the long term. Joe is enthusiastic about catering to his clients’ best interests using all areas of financial planning.
Moderator: Matthew Gordon, CFP®, RLP®
As a Senior Advisor and Principal with Wealthstream Advisors, Matt Gordon focuses on developing and executing financial plans to position clients to reach their goals. As Director of Education, Matt also works to create and deliver comprehensive financial planning training for our team of analysts and advisors. With 25+ years of experience in the financial industry, Matt learned that clients are best served by financial advisors who are informed and independent.