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Webinar
Date:
Tuesday, Oct. 26, 2021; 1-1:45 p.m. EDT | Wednesday, Oct. 27, 2021; 1-1:45 p.m. EDT

The Wealth Management Virtual Summit features an expert financial commentary, a tax planning roundtable discussion, and a timely economic and market outlook.

Hiker standing on a mountain looking at a sunset.How will my personal tax plans be impacted if new tax legislation is enacted? What are today’s top trends and emerging investment opportunities? These are the pressing topics that should be on your mind.

Join us from anywhere on October 26 and 27 for the Wealth Management Virtual Summit. This year’s event will feature two informative sessions. In our Wealth Roundtable, our team of experts will explore how the Biden administration’s proposed tax legislation could impact you. The event also includes Investor Insights where Jim Baird, chief investment officer, will discuss key capital market drivers, policy developments, the state of the capital markets, and what investors may expect in the months ahead.

A live Q&A will follow each session, along with additional complimentary on-demand content included each day for you to browse at your leisure.

Are you ready to reach new heights? Join us for a guided expedition toward your financial success.