Thriving in a Digital Age: A Primer (and More) on Moving Your Financial Life Online
The shift to digitized personal finance is rapidly accelerating, leaving many with urgent questions on how to make the best of the new digital normal.
Our client webinar: Thriving in a Digital Age: A Primer (and More) on Moving Your Financial Life Online, is led by Evercore Wealth Management’s Chairman Jeff Maurer, Portfolio Manager Jonathan Bergner, and Wealth & Fiduciary Advisor Ashley Ferriello, who discuss best practices on transitioning your financial life online.
If you are interested in learning more, the full replay can be accessed here.
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Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
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