January 21, 2021 – Elections, What Next?

When:
January 21, 2021 @ 11:30 am – 12:30 pm
2021-01-21T11:30:00-06:00
2021-01-21T12:30:00-06:00
Where:
Virtual (Zoom)
Contact:
Michelle Harbison

Elections, What Next?

Peter McGaffigan and Stephen Heymann

January 21, 2021

With the changing political environment, what do we turn to in order to help our clients plan for the future. 

Peter is an investment strategist located in Atlanta, GA. He works with clients to build portfolios that help them meet their investment objectives while managing risk. He has been in the financial services industry for nearly 33 years. Peter earned a Bachelor of Arts in Economics from Lawrence University and an MBA in Finance from Kellogg School of Management at Northwestern University in Chicago, IL. He is a holder of the right to use the Chartered Financial Analyst designation and the Chartered Alternative Investment Analyst designation.

Stephen is a Senior Wealth Planning Strategist located in Atlanta, GA. He advises clients on income, estate and gift tax strategies in order to assist them in the transfer of wealth in a tax efficient manner based on the client’s personal goals and values. He also assists small business owners in creating comprehensive business succession plans for the management and disposition of what is often the client’s most prized asset. Prior to joining Wells Fargo, Mr. Heymann worked in the private practice of law in Florida and Feorgia for four years where he was an associate attorney. He has worked in the financial services industry and has practiced law (not currently practicing) since 2013. He earned his Bachelor of Arts in Psychology, his Juris Doctor and a Masters in Law in Estate Planning from the University of Miami.

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