What’s on the agenda
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How to build your retirement plan with Betterment
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Your account options and their tax benefits
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Rolling over outside accounts
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Smart ways to save
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Betterment Premium and Licensed Concierge
Date: Wednesday, March 27 at 1pm ET
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Sara Kalsman
CFP®
Sara is a Senior Financial Planner at Betterment, where she works with clients to provide personalized financial advice and help simplify complex financial strategies. Prior to joining Betterment, she spent nine years servicing high net worth clientele by developing comprehensive financial plans and investment strategies. You can find her featured in WSJ, CNBC, Bloomberg, Forbes, MarketWatch, and more.
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John Wittig
Senior Manager, Licensed Concierge
John is a Investment Advisor Representative at Betterment and specializes in onboarding, account transfers, and explorative conversations with prospective customers. He is a registered investment advisor and holds a Series 66 license, previously worked at Charles Schwab, and graduated from the University at Buffalo.
