Webinars

Tax Basics: Your Individual Tax Return and Financial Goals

Christopher Arotin    February 23, 2023 12:00 am

Everyone should feel empowered to learn the language of your individual tax return and how to incorporate this knowledge into your financial goals. Chris Arotin and Andres Terronez discuss how to get your taxes done and define key terms.

Please read important disclosures here.

Meet the Author

Christopher Arotin

Client Advisory

Chris is a Principal in the Los Angeles office. He is the Director of Financial Wellness for the Cerity Partners’ Retirement Plan Advisory practice, as well as an acting Senior Financial Wellness Coach. Chris entered the financial services industry in 2006. Prior to joining Cerity Partners, Chris combined his background in hospitality with finance to bring […] ...

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Meet the Author

Andres Terronez

Client Advisory

Andres is a Senior Associate in the Chicago office, serving as a support specialist as well as a Financial Advisor to high net worth clients. His specialties include working with clients on building portfolios, retirement planning, charitable giving, and leaving a lasting legacy. Andres is a Financial Wellness Coach helping employees with their retirement planning […] ...

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James Lebenthal

Partner & Chief Equity Strategist

Q3 Economic & Market Outlook Webinar

In this webinar recording, our Investment Office discusses the resiliency of labor markets, earnings and economic growth, cooling inflation, and more.

James Lebenthal

Partner & Chief Equity Strategist

Navigating International Estate Planning: Preserving Your Global Assets

Please join us for an engaging and informative webinar designed to introduce you to the key components of international estate planning. As we are living in an increasingly globalized world, estate planning has transcended beyond borders, making it critical to understand the various rules, regulations, and potential pitfalls across different jurisdictions.

James Lebenthal

Partner & Chief Equity Strategist

Planning for an International Retirement

Are you an American citizen living abroad who feels overwhelmed by getting your financial life in order? Or are you planning for an international retirement and wondering how to coordinate your affairs?

In this webinar recording, we focused on the unique personal financial situation of an American citizen or tax resident who retires outside of the U.S.

James Lebenthal

Partner & Chief Equity Strategist

Q2 2023 Economic & Market Outlook

In this webinar recording, our Investment Office discusses inflation, economic growth, the banking crisis, and deciphering the signals from equity and fixed income markets.

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Katherine Willis

Partner & Market Leader

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.