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2021 Wealth Management Virtual Summit

Oct. 26, 2021

The Wealth Management Virtual Summit featured 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.

View our on-demand webinar from the Wealth Management Virtual Summit. This year’s event featured two informative sessions. In our Wealth Roundtable, our team of experts explored how the Biden administration’s proposed tax legislation could impact you. The event also included Investor Insights where Jim Baird, chief investment officer, discussed key capital market drivers, policy developments, the state of the capital markets, and what investors may expect in the months ahead.

Note: The Wealth Roundtable session was live on October 26, 2021 – this session is no longer available due to legislation changes. For the latest updates, please visit our outlook on tax rates and policy changes page and consider subscribing to Wealth Management to ensure you don’t miss out on timely updates and special event invitations.

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