2022 Wealth Management Virtual Summit
- Date:
- Oct. 25-26, 2022
Investors, are you clear on what’s happening in the economy and capital markets? With inflation on the rise, talk of a looming recession, and economic and political turbulence around the world, the risk of speculation and conjecture is high. If you want to make the best financial decisions, it’s paramount that you see the full picture — without the noise — so you can find the right opportunities for you. This year’s Wealth Management Summit aims to help you do just that — find clarity so you can uncover opportunity.
October 25: Wealth Roundtable
1:00 – 1:45 p.m. EST
In this session, experts from across our wealth management practice discussed the importance of revisiting your personal finances, strategies to make the most out of our current economic environment, and how to prepare for what may lie ahead.
Presenters:
- David Stahl, partner, Plante Moran Financial Advisors
- Jonathan Grossman, principal, Plante Moran Trust
- Samuel Ysusi, partner, wealth management tax
Moderator:
- Katie Edwards, principal, Plante Moran Financial Advisors
October 26: Investor Insights
1:00 – 1:45 p.m. EST
In this session, Jim Baird gave a critical economic and capital market outlook with Jacqueline Venier as moderator. They uncovered important topics like relevant economic issues, inflation and recession risk, key market drivers, and recent geopolitical development.
Presenter:
- Jim Baird, chief investment officer, Plante Moran Financial Advisors
Moderator:
- Jacqueline Venier, partner, Plante Moran Financial Advisors
Questions about this event? Clients, please contact your relationship manager. All others can email summit@plantemoran.com for a prompt response
