Disruptive Macro Forces Impacting Families of Wealth in 2017
Overview
One of the most common questions wealth advisors are hearing from clients this year is: “What changes should I be most concerned about?” This session will help provide knowledgeable answers based on the latest macroeconomic trends. Gain insights on the impact to investing and portfolio management to help minimize the disruption in 2017 and beyond with a spotlight on:
• Macro data - What story is it telling?
• Expected Changes to Taxes and Policies
• The latest indications of what lies ahead from President Trump
• Managing disruptions in trade, various industries, and overall business