May 6, 2020 | COVID-19 Wealth Management

Bi-Weekly Wealth Management Update and Q&A

Members of the REDW Wealth Investment Committee are hosting bi-weekly webinars to review the current market environment, financial planning topics and tax considerations, as well as answer your questions. Those who register will also receive a recording of each session that they can watch on demand, if unable to attend. Please find details below:


When:  Wednesdays at 11:30 am MT, beginning May 13, 2020
What:  Bi-Weekly Wealth Management Update and Q&A
Duration:  30 Minutes
Register:  Click Here to register in advance for this series*


*If you registered for the prior weekly Market Update webinar series, you will need to re-register for this new bi-weekly series.

After registering, you will receive a confirmation email with additional webinar information. Within 24 hours after each live session, a copy of the presentation slides will be provided below:

September 30
·        Notah Begay III Foundation
·        Accredited Investor Definition Update
·        Trucks or Retirement?
Presentation SlidesWatch on Demand
September 16
·        New Mexico Cancer Center Foundation
·        Stocks Contributing to Volatility
·        Financial Principles
·        US Elections
Presentation SlidesWatch on Demand
September 2
·        A New Leaf
·        How Diversification Works
·        Why Diversification
Presentation SlidesWatch on Demand
August 19
·        Strategy Target Updates
·        Factor Tilt Updates
·        US Equity Mix Updates
Presentation SlidesWatch on Demand
August 5
·        Western Pension
·        Retirement Savings Checkpoints
·        GDP Report
Presentation SlidesWatch on Demand
July 22
·        North Valley Symphony Orchestra
·        Fed Loan Program for Nonprofits
·        Mortgage Rates and Refinance Considerations
Presentation SlidesWatch on Demand
July 8
·        School for Advanced Research (SAR)
·        Equity Markets & Earnings Expectations
·        Macro Economics
·        Asset Allocation
Presentation SlidesWatch on Demand
June 24
·        Lensic Theater
·        Science Never Sleeps
·        The New Employment Environment
Presentation SlidesWatch on Demand
June 10
·        Saranam
·        Qualified Charitable Distributions
·        May Jobs Report
Presentation SlidesWatch on Demand
May 26
·        Animal Humane NM
·        COVID-19 Cases
·        Market Valuation
Presentation Slides

 

Watch on Demand
May 13
·        Federal Reserve’s Impact
·        Pension Plan Performance
·        Roth Conversions
Presentation SlidesWatch On Demand

 

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