Guest Speaker Tatyana Bunich
Corporations · Employee Education · Civic Groups · Organizations & Clubs
- Available on short notice -
Six times per year, Tatyana offers pro-bono events** and you have the opportunity to be a host. Right now, she is running our workshop “Avoid 3 Costly Tax & Estate Planning Monsters That Threaten Many High Net Worth Individuals,” but she would be happy to speak on a number of different topics based on the interests and needs of your group.
These topics include, but are not limited to:
- Avoid 3 Costly Tax & Estate Planning Mistakes That Threaten Many High Net Worth Individuals
- Markets Are Near An All Time High: Invest Without Worry and Preserve Your Wealth
- Learn How to Take Advantage of Tax Free Death Benefits So You Don’t Leave Your Loved Ones With a Burden
Tatyana has been practicing as a financial planner for over 20 years. She holds Series 7, 63, and 66. She is also a member of the National Association of Tax Professionals (NATP).
She has been featured in a number of publications including Kiplinger, The Wall Street Journal, The New York Times, Marketwatch, and USA Today. She believes in educating families on how to develop simple, measurable and attainable retirement plans.
Please contact us at 410.908.9293 or firstname.lastname@example.org to book your event!
**She may be available last minute if you have any cancellations**
Tatyana Has Been Featured In:
Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Financial 1 Wealth Management Group and IFG are unaffiliated entities. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice as individual situations will vary. For specific advice about your situation, please consult with a lawyer or financial professional. Past performance is no guarantee of future results.
**Pro-bono events are offered 6 times per year on a first come, first served basis.