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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

October 29, 2020

11:30a - 12:30p


U.S. Political Perspectives with Goldman Sachs

SUMMARY: John Tousley, CFA, is a senior strategist within Goldman Sach's Strategic Advisory Solutions will discuss the potential election outcomes and implications on markets. He'll also review historical market returns pre/post-election. Lastly, he'll review current policy proposals.

October 20, 2020

11:00a - 12:00p


Tax Strategies for the Current Landscape with Putnam Investments

SUMMARY: Mr. Cass is Director of Wealth Management Programs for Putnam Retail Management. He will discuss legislative highlights (SECURE Act and CARES Act). He'll also cover wealth planning considerations for today's environment.

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