We are pleased to invite you to join our experienced group of panelists as they discuss current financial markets and provide practical advice for individual investors and their families. The panelists will focus on actionable steps that can be taken now to increase the likelihood of long-term financial success. There will also be a discussion of trends in the wealth management industry to help people understand their options.
Agenda Topics include:
- Macroeconomic and financial markets overview
- What sectors are driving equity returns
- Risk and reward in fixed income
- Interest rates – now and looking ahead
- Realistic forward looking return expectations in equities and fixed income
- Trends in the wealth management industry
- Strategic ideas to consider for you and your family
- Loaning money to children so they can purchase real estate
- Utilizing the investment interest deduction
- Funding a donor advised fund with highly appreciated securities
- Implementing a Grantor Retained Annuity Trust (GRAT)The event will include moderated Q&A and networking segments.
Where: Zoom, registration required: https://us02web.zoom.us/meeting/register/tZ0sdumhqD8jHtJW2-kX24T2WZvg_thaCTeW