“When Election Results Are In: Advising Clients on the Best Planning Techniques in Light of Market, Tax, Economic and Interest Rate Volatility.”
Free To Attend: Professional Education and Networking – Lunch Included
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Hugh Johnson, Economist
2025 Economic Forecast: Keynote by Hugh Johnson, Nationally-Acclaimed Economist!
Fast forward to November. In the aftermath of the Presidential election, there may well be political turmoil, vacillating inflation and interest rates, a volatile stock market and impending tax law changes set to take effect on 1/1/26.
How can advisors best serve their clients who seek to preserve wealth, reduce risk and lower taxes? What opportunities are available today for families and businesses to protect assets and build a legacy for future generations? Where is the health of the economy headed into the year 2025?
The answers are all in one place.
Join Pierro, Connor & Strauss on the morning of November 13 in Albany as nationally acclaimed economist Hugh Johnson leads the Intergenerational Estate Planning Conference with a keynote address on the economy. One week following the Presidential election, we bring together leaders in the fields of Tax, Wealth Management, Estate Planning, Accounting, Insurance, Corporate Planning and Business Valuation. Together, they will deliver marketplace analysis and cutting-edge planning techniques. With opportunities to network with colleagues over lunch at the Albany Capital Center, you’ll make connections to attract and serve clients while growing your own business.
Accountants: Earn FREE CPE credits sponsored by Teal, Becker & Chiaramonte, CPAs P.C.
*Note: we are holding this program ‘in person’ in order to offer the best educational and networking experience. It is not available virtually.
Speakers
Louis W. Pierro, Esq.
Host and Founding Partner, Pierro, Connor & Strauss
Daniel Nolan
CEO and President, Graypoint LLC
Sean Leonard
Chief Investment Officer, Graypoint LLC
Nathan Schroeder
Senior Manager, Empire Valuation Consultants
Frank Melia
Division Manager, Contour Mortgage
Theresa M. Skaine, Esq.
Corporate Attorney, Pierro, Connor & Strauss
Event Details
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