Wealth Management Pinnacle Virtual Series: Economic commentary and planning opportunities
- Date:
- Friday, April 10, 2020
The spread of COVID-19, increased market volatility, and new legislation have introduced factors that could impact your financial plan. Wondering how to navigate in these times? View our on-demand webinar to learn more.
The outbreak of COVID-19 is causing unprecedented disruption — to our daily lives and to the economy. Hear from Plante Moran Wealth Management and Tax specialists Dawn Jinsky, Tricia Newcomb, Brian Schultz, and David Stahl for an economic update and discussion on planning opportunities for your portfolio and estate plans during this time.
At Plante Moran Wealth Management, we believe in supporting our communities, especially during these challenging times. Thanks to all of those who attended the live webinar, we made a donation on their behalf to Feeding America in support of their COVID-19 response efforts to help feed those in need.
This will be the first webinar in our Plante Moran Wealth Management Pinnacle virtual series. Registration is now open for our second webinar, "COVID-19 economic update and financial planning opportunities," on May 12, and be on the lookout for invites to our third webinar in June.
Speakers:
- Tricia Newcomb, senior strategy analyst, wealth management
- Brian Schultz, partner, wealth management tax
- David Stahl, partner, wealth management
- Dawn Jinsky, partner, wealth management
