Tune out the noise

Wealth planning for the year ahead

 

Join us on March 28 at 4:00 p.m. Eastern for a virtual event, Tune out the noise: Wealth planning for the year ahead.

 

Long-term wealth planning is important to your family and your financial well-being. Despite this noisy political and economic climate, there are underlying factors at play that may make this the right time to create or update your estate plan.

 

Our panel will explore:

  • How rising interest rates, high inflation and increased volatility are impacting the economy.
  • What a divided government means for tax legislation.
  • Family dynamics and the role they play in estate planning.
  • Actionable strategies for investors to consider in 2023.

 

Premiering March 28, 2023 at 4:00 p.m. ET 

 

Register
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<span style="color:#000; font-size:18px"><b>Hosted by: </b></span>Jennifer Galvagna


Hosted by:
Jennifer Galvagna

Head of Trust, Estate & Tax Solutions
Bank of America Private Bank

Panelists:

Katie Carlson


Katie Carlson

Head of Wealth Strategy
Bank of America Private Bank


Mitch Drossman


Mitch Drossman

Head of National Wealth Strategies
Chief Investment Office
Merrill and Bank of America Private Bank

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