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John W. Sleeting

Managing Partner – Family Office Services

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Karie M. OConnor,
CIMA®, CPFA®, AIFA®, QKA®

Director – Institutional Advisory Services

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Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

Kevin Carani Serves as a Panelist for Retirement Industry Webinar

May 24, 2018

Hoffman Estates, IL – May 2018, Clearwater Capital Partners is pleased to announce that Kevin Carani recently served as a panelist for a retirement industry webinar hosted by July Business Services titled “Creating a Retirement Plan Investment Line-up”. During the webinar, Carani spoke on the importance of serving as a 3(21) fiduciary on retirement plans.

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