Category: In the News

Advanced Financial Planning Strategies for Accounting Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1 billion of assets.

By |2020-07-21T16:24:48+00:00July 20th, 2020|In the News, Webinars|Comments Off on Advanced Financial Planning Strategies for Accounting Firm Partners

Advanced Financial Planning Strategies for Law Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1 billion of assets.

By |2020-06-18T20:50:22+00:00June 15th, 2020|In the News, Webinars|Comments Off on Advanced Financial Planning Strategies for Law Firm Partners

Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement

Presenters will include partner, Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York-based independent registered investment advisory firm founded twenty years ago and now manages in excess of $1 billion of assets.

By |2020-04-20T19:31:40+00:00April 16th, 2020|In the News, Webinars|Comments Off on Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement

The Five Most Common Questions Asked by Law Firm Partners Approaching Retirement

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1 billion of assets.

By |2020-05-06T18:50:36+00:00February 12th, 2020|In the News, Webinars|Comments Off on The Five Most Common Questions Asked by Law Firm Partners Approaching Retirement