Entries by Sarah Scheffer

Summer Financial Planning Webinar Series

Join Us This Summer: Three-Part Financial Planning Webinar Series Leone, McDonnell & Roberts and Integrated Financial Partners invite you to join us for a special three-part webinar series this summer, featuring timely and relevant financial planning topics. Webinar Schedule: Tuesday, June 24 – Maximize Your Charitable Contributions Tuesday, July 8 – Backdoor Roth IRAs: A Strategic Approach to Tax-Advantaged […]