Monthly Wealth Management Update and Q&A

Monthly Wealth Management Update and Q&A

September 22, 2021

Members of the REDW Wealth Investment Committee are hosting monthly 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:  The first Wednesday of each month at 11:30 am MT, beginning December 2, 2020
What:  Monthly 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 the new monthly sessions.

After registering, you will receive a confirmation email with additional webinar information.

After each live session, a copy of the presentation slides will be provided below:

November 3, 2021

  • Build Back Better Update
  • Inflation Update
View On Demand Presentation Slides
October 6, 2021

  • Team Update
  • Schwab 401(k) Survey
View On Demand Presentation Slides
September 1, 2021

  • Team Update
  • Follow Up – Investing in China
View On Demand Presentation Slides
August 4, 2021

  • Emerging Markets & China
  • Economic Update
View On Demand Presentation Slides
July 7, 2021

  • Second Quarter 2021 Review
  • Workplace Trends
View On Demand Presentation Slides
June 2, 2021

  • The American Families Plan
  • From the Campaign Trail
View On Demand Presentation Slides
May 5, 2021

  • Non-Fungible Tokens (NFTs)
  • Special Purpose Acquisition Company (SPAC)
View On Demand Presentation Slides
April 7, 2021

  • Q1 2021 Review
  • 2021 Outlook
View On Demand Presentation Slides
March 3, 2021

  • Am I taxed on this?
  • Explicit, Inflation, Implicit
View On Demand Presentation Slides
February 3, 2021

  • How Federal Stimulus Impacts the Economy
  • Inflation
  • GameStop
View On Demand Presentation Slides
January 6, 2021

  • Economic & Market Review of 2020
  • Georgia Run Off Senate Elections
  • Macro Outlook
  • Economic Outlook & Investment Themes
View On Demand Presentation Slides
December 2, 2020

  • Current Events Update
  • Giving Season
  • Blue Wave Tax Considerations
View On Demand Presentation Slides

 

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