Cordell, Neher & Company leaders attend national conference
Wenatchee, WA – Kris Loomis and Bradi Dahmen, Wealth Care Specialists with CNC Financial Group, attended the Avantax Wealth Management WIN meeting, held January 16-17 in Dallas, TX.
Loomis and Dahmen attended a number of continuing education workshops on topics such as “The Power of One,” an economic update addressing the issues faced by divorcees and widows. This particular workshop provided an overview of the personal, financial and emotional challenges faced by female divorcees and widows and presented tools to help these clients navigate critical financial and family issues.
Another notable session titled “State of the Industry Update” presented the most current issues facing the US and global economies and provided some strategies for continuing to mitigate risk. Attendees also looked back at 2019 from an economic standpoint.
“The information presented during this conference will allow us to assist clients to better understand economic risks and provided us with additional tools for assisting women in transition with their financial matters,” explained Loomis.
Avantax Wealth Management focuses on tax-efficient financial planning which helps CPA firms honor the important promises they have made to their clients by adopting and implementing essential wealth management capabilities.
CNC Financial Group is an affiliate of Cordell, Neher & Company, PLLC, one of the largest Certified Public Accounting firms in North Central Washington with individual and business clients spanning the globe. The Firm has been providing businesses, not-for-profit organizations and individuals with financial and tax planning assistance for more than 50 years. The Firm is comprised of experienced, dedicated professionals with widely diverse backgrounds and areas of technical expertise. Because business and personal accounting today is so broad in scope, specialized expertise is needed to offer a full range of accounting services.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM.
For more information, please contact: Adelae Winters, (509) 663-1661