What’s on the agenda
- A deep dive into our product suite
- Portfolio strategies
- Key automated & tax-smart features you may be missing out on
- Live Q&A for any Betterment related questions
Date: April 24 at 2 pm ET
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Nick Holeman
CFP®, MSBA, CDAA, Director of Financial Planning at Betterment
Nick Holeman is a Financial Planner at Betterment, where he provides personalized financial advice and focuses on savings strategies to empower clients to achieve their financial goals. Prior to working at Betterment, Nick worked for a large RIA in Chicago helping high net worth clients with investment management, tax optimization, and wealth transfer strategies. He’s been featured on media outlets such as Wall Street Journal, Barrons, Fortune, MarketWatch, and more.
