What is going on in the economy? Planning Strategies to Take Advantage
This live webinar presentation will address the current economic environment during the coronavirus pandemic and how it has impacted the economy and investment markets. Eric Vogt and Bill Winkeler will review what has happened and why, and discuss investment strategies to take advantage of the current situation.
After a discussion of the economy, Eric and Bill will review different planning strategies to take advantage of the current changes in the markets in light of the new stimulus plans.
Eric Vogt works with corporate executives, highly compensated professionals, and inheritors of wealth to identify and assess personal and financial goals, leading to the development of customized planning strategies. Eric is also a key member of Waldron’s NextGen service offering, providing education and counsel for families transitioning wealth to the next generation.
Education & Certifications B.S. Finance, Miami University of Ohio CERTIFIED FINANCIAL PLANNER™ Professional Executive Financial Planning program, Graduate School of Leadership and Professional Studies, Duquesne University
Bill Winkeler is focused on performing investment manager due diligence, implementing asset allocation strategies and working with financial advisors to develop integrated investment strategies. He joined Waldron from RBC Wealth Management, where he was an investment analyst, and has previously worked at UBS Financial Services in a similar capacity.
Education & Certifications B.S. Finance, University of Pittsburgh, Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™ Professional
Please note: The link to this meeting will be sent to all registrants, on Wednesday, April 22.
1 CFP and 1 CPE credit granted.