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Wealth planning for the year ahead

Watch experts discuss how preparedness can be important to your family and financial well-being. For many, this time of transition offers an opportunity to update your wealth & estate plans.

Sun shining on a close up of water rippling

Preparedness can be important to your family and financial well-being. For many, this time of transition offers an opportunity to update your wealth & estate plans.

The panelists will explore factors that may be contributing to investor uncertainty, such as political and policy issues as they relate to tax legislation and macro-economic outlook. We’ll also explore ways you can build or adjust your wealth & estate plans to help ensure you have the flexibility to address changes to your personal situation.

 

Hosted by:

Katie Carlson Headshot

Katie Carlson
Head of Wealth Planning,
Bank of America Private Bank

Speakers:

Mitch Drossmen headshot

Mitch Drossman
Managing Director
Head of National Wealth Strategies,
Chief Investment Office,
Merrill and Bank of America Private Bank

Anthony Fittizzi Headshot

Anthony Fittizzi
Managing Director,
Market Trust Executive,
Bank of America Private Bank

Wendy Gatlin Headshot

Wendy Gatlin
Managing Director,
Wealth Strategies Advisor,
Bank of America Private Bank

Joe Quinlan Headshot

Joe Quinlan,
Managing Director,
Head of CIO Market Strategy,
Chief Investment Office,
Merrill and Bank of America Private Bank

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