In the first webinar in our complimentary Quarterly Economic Outlook series, we’ll discuss how to prepare your portfolio for possible higher interest rates and taxes in the first quarter. Economic data shows the reopening is real. Consumer spending, housing prices, and employment rates are bouncing back. What does this mean for interest rates and inflation? Join us on March 2 to learn how to prepare your portfolio for changing rates.
March 2 — Prepare Your Portfolio for Higher Interest Rates and Taxes (Q1)
June 1 — Dig Deeper for Bottom-line Growth (Q2)
September 7 — Seek Diversification in Alternatives (Q3)
December 7 — Invest Sustainably with ESG (Q4)
Who should attend?
This session is designed for individual taxpayers.