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DiMeo Schneider & Associates

Webcast: 2021 Financial Planning Guide

Financial Planning February 18, 2021

The new year brings changes to a wide variety of financial planning areas such as investing, tax planning and estate planning creating an opportune time to review your existing financial plan.

Nicholas Breit, Principal, Director of Financial Planning and Sarah Hinman, Senior Consultant, The Wealth Office® highlight key changes for 2021 and share valuable financial planning considerations.

The information contained herein is confidential and may not be disseminated or distributed to any other person without the prior approval of DiMeo Schneider. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecast represent future expectations and actual returns, volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is a possibility of a loss.

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