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CPA Conversations podcast


Nov 16, 2020

Any time you describe anything as being an object “like no other,” you run the risk of being accused of hyperbole. However, when it comes to personal financial planning, the number of variants contributing to the environment this year – an ongoing pandemic, the results of a historic election, and financial volatility – makes this year-end like none we have seen. In a preview of his winter 2021 Pennsylvania CPA Journal Personal Financial Planning column, Will Velekei, senior financial adviser for Corbenic Partners in Bethlehem, Pa., discusses factors to be considered during a wild year-end planning season.

To read the full transcript click here.