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Wealth Management Pinnacle Virtual Series: COVID-19 economic update and financial planning opportunities

The spread of COVID-19 has introduced economic factors that could impact your financial plan. Wondering how to navigate this? View our on-demand webinar to learn more.

Young woman sitting at dining room table browsing on her laptop computer. As COVID-19 continues to disrupt our daily lives and our economy, we’re learning more about the steps we can take to mitigate the damage to financial portfolios. Hear from Plante Moran Financial Advisors Chief Investment Officer Jim Baird as he provides an update on capital markets and the economy. He’ll be joined by a panel of our wealth management experts to address opportunities in financial planning.

At Plante Moran Wealth Management, we believe in supporting  our communities, especially during challenging times. So, for every registrant who attends this webinar, we’ll make a donation to Project C.U.R.E. to support their COVID-19 response efforts that provide lifesaving medical supplies and equipment to hospitals and first responders.

This will be the second webinar in our Plante Moran Wealth Management Pinnacle Virtual Series. Be on the lookout for invites to our next wealth management webinar, taking place in June. If you missed our first webinar, be sure to view it on demand.

Speakers

  • Jim Baird, chief investment officer, Plante Moran Financial Advisors
  • Dawn Jinsky, partner, wealth transfer
  • Sara Montgomery, associate, wealth transfer
  • David Stahl, partner, Plante Moran Financial Advisors

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