Year-End Considerations And Market Insights Webinar | Trust Point
Click Here to Select Your Login

Year-End Considerations and Market Insights Webinar

Updated November 8, 2022

Yan Arsenault CFA®, CAIA, Chief Investment Officer

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:

Market Outlook Webinar 7 1

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

Ryan Bergan, MBA, Portfolio Manager

Steve Brudos, Investment Analyst

Leslie Klinski, CPA, Relationship Manager

Share This Post

Yan Arsenault CFA®, CAIA, Chief Investment Officer