Intercontinental Wealth Advisors, a locally-owned and operated firm known for crafting custom-tailored financial strategies that address their clients’ unique wealth preservation needs and multinational interests, recently announced that they have entered into a partnership and sponsorship with Rashad Wisdom, star Safety for The University of Texas at San Antonio football team. Wisdom will represent Intercontinental as a brand advocate.

James Lange, CPA/Attorney and the President of Lange Financial Group, announced that he is doing a series of pro bono, 2-4 hour workshops for Bar Associations, legal and/or CPA groups in the United States. Lange will highlight the little known math of Roth IRA conversions, the best estate plan for attorneys and CPAs, and how to respond appropriately to what he calls “the dreaded” the SECURE Act.

The Investments & Wealth Institute (IWI) announced details for their December 7 and 8, 2021 virtual conference, the Investment Advisors Forum (IAF), as well as information related to a special Women in Wealth segment on December 8, 2021. 

The two-day live-streamed event, which is themed around the Evolution of Investment Management, will close with a special session: Women in Wealth: Current Trends within ESG and Impact Investing.

Linda Y. Leitz, PhD, CPF®, EA was awarded the 2021 “Bert Whitehead Visionary Award” by the Alliance of Comprehensive Planners (ACP) at their annual conference, which was recently held at the Atlanta Marriott Marquis. The award, which was created in ACP founder Bert Whitehead’s honor and bears his name, serves to recognize an ACP member who exemplifies the ACP methodology and successfully utilizes its principles, demonstrates vision and innovation in the financial planning field, and has made significant contributions to the growth and well-being of ACP as an organization.