We hope you can join us for one of two zoom webinars we are hosting in January. We will provide an update on our economic and financial market outlook for 2023, which will include;
- a recap of 2022
- why we are more cautious heading into 2023
- how we are approaching portfolio management and cash needs
We will also be joined by Rebecca Sterling, a member of our advanced planning team, to discuss an update on the WA State Long Term Capital Gains Tax and other planning items to consider at the start of a new calendar year.
We hope you can join us for one of two zoom webinars we are hosting in January. We will provide an update on our economic and financial market outlook for 2023, which will include;
- a recap of 2022
- why we are more cautious heading into 2023
- how we are approaching portfolio management and cash needs
We will also be joined by Rebecca Sterling, a member of our advanced planning team, to discuss an update on the WA State Long Term Capital Gains Tax and other planning items to consider at the start of a new calendar year.
We are thrilled to have Kevin Dennean, UBS CIO Technology Equity Strategist, share his expertise and insights on the transformative power of ChatGPT and Artificial Intelligence (AI). This engaging dialogue will explore the implications of AI in various domains, including its influence on
- everyday life,
- the future of various industries,
- and the evolving landscape of financial markets.
We will leave ample time for Q&A. Lastly, if there are other folks you feel may enjoy this conversation, please let us know and we can extend an invitation.
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Speakers |
Supporting links |
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13 June , 202312:00 PM - 1:00 PM Pacific |
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