7 Considerations for Year-End Wealth Planning 2022 | Union Bank | 20 September 2022 | Webinar
Venue
Webinar
Webinar
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| Event Date |
Wed Sep 21 UTC (about 2 years ago)
In your timezone (EST): Tue Sep 20 8:00pm - Tue Sep 20 8:00pm |
| Region | All |
Details
The last quarter of the year is the optimal time to review your financial situation and make any strategic adjustments that could significantly impact your future financial success. To help you get a head start, we invite you to join our next Perspectives webinar on Wednesday, September 21. Our team will walk you through seven key areas to focus on as you conduct your year-end wealth planning, and preview what changes might affect you in 2023.
Speakers
2022 Speakers
Charity Falls
Head of Wealth Planning, Union Bank, The Private Bank
Ryan Velo-Simpson
Senior Wealth Strategist, Union Bank, The Private Bank
MODERATOR:
Sterling Sankey
Head of Wealth Management, Union Bank