April 20, 2022 @ 11:45 am - 1:00 pm
CLE Successful Financial Planning and Investment Management: This 1-hour session will cover sections of the tax code relevant to retirement accounts, qualified plans contributions, and debt management. It will also explore the benefits of tax deferral and principles of investing and the various hurdles to look out for that can impact the success of a financial plan.
Our expert presenter is Saina Yadlapalli. Saina began her career in Wealth Management in 2015 at UBS Financial Services headquarters in New York City. In 2019, she moved to Austin, Texas and continued her career as a wealth manager with UBS. She graduated from New York University with a Bachelor of Arts in Mathematics and is also a Certified Financial Planner. Within the financial services industry, she specializes in retirement planning, legacy planning, and executive compensation. She is passionate about helping her clients achieve financial success through comprehensive retirement planning and disciplined investment management.
Earn 1.0 hours CLE credit. Check-in and networking will begin at 11:45, and the presentation will begin promptly at 12:00.
Thank you to our generous sponsor, USB Financial Services.
Saina Yadlapalli, CFP ® AWMA®
Office: (512) 479-5245