Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
October 29, 2020
11:30a - 12:30p
Phone
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
Online
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.