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Episode 40  |  29:44 min

Ep 040: Chris Hennessey - Tax Implications Under A Biden Administration & Potential Financial Planning Solutions.

Episode 40  |  29:44 min  |  04.08.2021

Ep 040: Chris Hennessey - Tax Implications Under A Biden Administration & Potential Financial Planning Solutions.

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This is a podcast episode titled, Ep 040: Chris Hennessey - Tax Implications Under A Biden Administration & Potential Financial Planning Solutions.. The summary for this episode is:

Today’s conversation is with Chris Hennessey. On behalf of Putnam, Mr. Hennessey speaks extensively at various national and regional meetings on a variety of wealth management topics. For financial advisors, Mr. Hennessey has delivered presentations on retirement and college saving, IRA distribution, advanced estate planning, charitable remainder trusts, and asset protection strategies to safeguard wealth. For shareholders, he has spoken at Putnam's client appreciation events; given custom presentations to medical professionals, business owners, and other targeted audiences; and has conducted meetings with Putnam's key client-advisor accounts.


In this episode, Jeff and Chris discuss the tax implications under a new administration.

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