Next Meeting:
Wednesday, October 26, 2022
Sustainable Investing & Fiduciary Duty
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October 26, 2022
Emily Brunner, Wealth Advisor, Zach Chafitz, Investment Specialist, and Hank Snyder, Senior Private Banker, JP Morgan Private Bank
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November 16, 2022
Bernstein Private Wealth Global Capital Market Update – The Impact of Inflation and Interest Rates, The Mid-Term Elections, and Global Unrest
Roosevelt D. Bowman, Senior Investment Strategist, Bernstein’s Wealth Strategies Group
December 14, 2022
The Federal Estate Tax Exemption: Use It or Lose It
Stacey McMahan, JD, CLU, ChFC, Director, Advanced Designs, Pacific Life Insurance Company
January 18, 2023
Maximizing Value to Policy Owners: The Role of Life Settlements and Life Insurance Valuations in Planning
Jamie Mendelsohn, EVP, Ashar Group
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