Year-End Considerations and Market Insights Webinar - Trust Point

Year-End Considerations and Market Insights Webinar

Market Outlook Webinar

In this webinar, Trust Point professionals cover the latest market updates and some year-end planning considerations on the following:

  • Election is over, now what?
  • Today’s biggest macroeconomic issues
  • Inflation, the Fed, and maintaining balance
  • Positioning client portfolios heading into year-end (and beyond)
  • Top 5 year-end planning strategies

Watch the webinar on-demand now.

Your Speakers:

Yan Arsenault, CFA®, CAIA®, Chief Investment Officer

Ryan Bergan, MBA, Portfolio Manager

Steve Brudos, Investment Analyst

Leslie Klinski, CPA, Relationship Manager

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