Wealth Management Virtual Summit 2022 | Plante & Moran | 25 October 2022 | Virtual Event
Venue
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| Event Date | Tue Oct 25 EDT - Wed Oct 26 EDT (about 2 years ago) |
| Location | Virtual Event |
| Region | All |
Details
From rising inflation to recession risks and recent geopolitical developments, key considerations for investors are quickly stacking up. What’s the best way to move forward financially in this economic climate? Find clarity and uncover opportunity at this summit.
Investors, are you clear on what’s happening in the economy and capital markets? With inflation on the rise, talk of a looming recession, and economic and political turbulence around the world, the risk of speculation and conjecture is high. If you want to make the best financial decisions, it’s paramount that you see the full picture — without the noise — so you can find the right opportunities for you. This year’s Wealth Management Summit aims to help you do just that — find clarity so you can uncover opportunity.
Join us for two events over two days featuring the most up-to-date guidance our experts have to offer.
Speakers
2022 Speakers
David Stahl
Partner, Plante Moran Financial Advisors
Jonathan Grossman
Principal, Plante Moran Trust
Samuel Ysusi, CPA
Partner, Wealth Management Tax
Katie Edwards
Principal, Plante Moran