Farhad Aghdami

Farhad Aghdami

Williams Mullen

Contact
View Bio
RSS

Latest Posts › Financial Planning

Share:

[Event] 16th Annual Fiduciary Focus - February 28th, Richmond, VA

Join us for our 16th Annual Fiduciary Focus where we will cover recent developments in wealth planning among other timely topics. Breakfast and lunch will be provided....more

1/31/2025  /  Continuing Legal Education , Events , Fiduciary , Financial Planning , Investment Management , Investors , Wealth Management

[Event] 15th Annual Fiduciary Focus - February 23rd, Richmond, VA

Join us for our 15th Annual Fiduciary Focus! Breakfast and lunch will be provided. Topics Include: - Recent Developments in Wealth Planning - Using Trustee Investment Statements - Strategies to Avoid Fiduciary...more

1/30/2024  /  Continuing Legal Education , Events , Fiduciary , Financial Planning , Investment Management , Investors , No Contest Clause , Trustees , Wealth Management

[Event] 2023 Fiduciary Focus - February 24th, Richmond, VA

...join us as we return to an in-person format for our 14th Annual Fiduciary Focus! Breakfast and lunch will be provided. Topics Include: - Recent Developments in Wealth Planning - Corporate Transparency Act Compliance...more

2/8/2023  /  Continuing Legal Education , Corporate Transparency Act , Estate Planning , Events , Fiduciary , Financial Planning , Interest Rates , SECURE Act , Transfer of Assets , Wealth Management

[Webinar] Winter Tax Forum - January 26th, 11:00 am - 12:00 pm EDT

Please join us for the Winter Tax Forum virtually on Wednesday, January 26. Register here to join Farhad Aghdami and Anna Derewenda as they deliver recent tax and wealth planning updates. The two will specifically touch...more

1/14/2022  /  Acquisitions , Continuing Legal Education , Financial Planning , Mergers , Tax Liability , Tax Litigation , Tax Planning , Wealth Management , Webinars

[Webinar] Fall 2021 Tax Forum - September 28th, 9:00 am - 10:00 am EDT

Please join us for the Fall Tax Forum virtually on Tuesday, September 28. Register to join Farhad Aghdami, Conrad Garcia and Adam Farnsworth for recent updates in tax and wealth planning including a discussion on the use of...more

9/20/2021  /  Continuing Legal Education , Financial Planning , Income Taxes , Tax Legislation , Tax Liability , Tax Planning , Tax Returns , Wealth Management , Webinars

[Webinar] 12th Annual Fiduciary Focus - February 26th, 9:00 am - 12:00 pm ET

We invite you to attend our 12th Annual Fiduciary Focus program on Friday, February 26 – this year from the comfort of your desk. Our team will provide timely updates on wealth planning, including navigating potential changes...more

2/12/2021  /  Biden Administration , Continuing Legal Education , Estate Planning , Fiduciary Duty , Financial Planning , Wealth Management , Webinars
6 Results
 / 
View per page
Page: of 1

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
Sign up Log in
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide