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Wealth planning under the Biden administration

Join us on June 15 at 2 p.m. Eastern for a conversation on wealth planning, led by members of Bank of America Private Bank, the Chief Investment Office and Bank of America's Public Policy team.

headshots of Michael Pelzar, Jim Carlisle, Mitchell Drossman & Nancy Kistner

Experts will discuss the Biden administration’s healthcare and infrastructure spending proposals and the impact on tax policies.  The panel will offer actionable estate planning strategies to help you prepare for potential tax changes and the anticipated economic growth.

Premiering June 15, 2021 at 2 p.m. ET 

Moderator:

Michael Pelzar Headshot

Michael Pelzar,
Head of National Trust Services,
Bank of America Private Bank

 

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Panelists:

Jim Carlisle headshot

Jim Carlisle,
Public Policy Executive,
Bank of America

Mitchell Drossman Headshot

Mitchell Drossman,
Chief Investment Office,
Merrill and Bank of America Private Bank

 

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Nancy Kistner headshot

Nancy Kistner,
Head of Wealth Planning Business Strategy,
Bank of America Private Bank

 

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