Wealth Management Economic Impact Webinar Series

Join EisnerAmper Wealth Management for a webinar series highlighting the economic impact on our markets, retirement, and business planning. Our speakers will dive into current events, market volatility, and inflation as they discuss how they will affect business succession, investments, and more.

Q1/2023- Economic Update

Previously Recorded

Join EisnerAmper Wealth Management and J.P. Morgan for an in-depth analysis of today's economy and the factors shaping economic outcomes as we dive into 2023. Our speakers will discuss the impact of the Ukraine/Russia conflict, the recent mid-term elections, and the Fed's efforts to temper inflation, interest rates, and more.

Speakers: Larry Seigelstein and Jordan Jackson

Learning Objective: This webinar examines current economic issues and factors shaping economic outcomes as we head into 2023.

Learning Outcomes: Participants will be able to:

  • Obtain a more thorough understanding of the economy today
  • Understand how current sociopolitical events are shaping the markets
  • Know what economic indicators to look out for as we head into 2023

1.0 CPE credit in Taxes

Market Volatility and Its Impact on Your Retirement

February 16  |  12:00 - 1:00 PM (ET)

You've worked hard for your retirement nest egg. In times of market volatility, uncertainty may make you consider the impact of market movements on your future and retirement. During this webinar, we will discuss how to create financial guardrails to help mitigate market volatility and give yourself the best probability of achieving your retirement goals during challenging market circumstances. Join us to learn actionable strategies that can be especially helpful in volatile times.

Speakers: Marc Scudillo and Brian Thorkelson

Learning Objective: This webinar provides actionable strategies for mitigating the effect of market volatility on your retirement plan.

Learning Outcomes: Participants will be able to:

  • Learn about the benefits of a long-term investment strategy
  • Strategically plan to potentially minimize the effects of market volatility
  • Understand how market movements may impact their retirement account’s bottom line

1.0 CPE credit in Taxes

Business Succession and the Markets: When Is It the Right Time to Exit?

March 16  |  12:00 - 1:00 PM (ET)

Your business is your most valuable asset. You've poured time, effort, and your heart into building something of real value. During times of market uncertainty, considering an exit strategy can be challenging and emotional. At this webinar, we will discuss how to craft a successful business succession plan, mentally and financially prepare for your exit, and maximize tax and financial benefits for your family. 

Speakers: Onofrio Cirianni and Hal Michels

Learning Objective: Speakers discuss how to craft a financially successful business exit strategy.

Learning Outcomes: Participants will be able to:

  • Understand the steps of crafting a successful business transition strategy
  • Minimize the tax impact of transitioning your business
  • Maximize the financial benefits of transitioning your business

1.0 CPE credit in Taxes

Speaker(s)

Cirianni-Onofrio-200.jpg Jordan Jackson_200.jpg Hal_Michels_200.jpg Scudillo-Marc-200.jpg
Onofrio Cirianni
Consultant

EisnerAmper
Jordan Jackson
Global Market Strategist
J.P. Morgan Asset Management
Hal Michels
Partner
EisnerAmper
Marc Scudillo
Managing Officer
EisnerAmper
Seigelstein-Larry-200.jpg Brian_Thorkelson_200.jpg
Larry Seigelstein
Managing Director

EisnerAmper
Brian Thorkelson
Director
EisnerAmper

Date

Thursday, February 16, 2023 12:00 PM to 1:00 PM ET