Category: In the News

Q3 Investment Outlook & Positioning

A discussion on the current state of capital markets, the macroeconomic environment, and the top concerns facing markets today. The team will also outline their outlook across asset classes and address how the firm is positioning client portfolios for the months ahead.

By |2021-07-16T15:52:28+00:00July 6th, 2021|In the News, Webinars|Comments Off on Q3 Investment Outlook & Positioning

Money and Mindset Mastery: 4 Steps to an Empowered Life

The way women interact with money and wealth is rapidly changing; they are demanding more involvement in their financial affairs and making much more educated decisions. You don’t want to be told what to do. You want a clear plan and to understand what you have and why you have it. This can sometimes leave you feeling overwhelmed and paralyzed. If this speaks to you, take a one-hour break from your busy schedule and come join our Women of Clarity™ group as they walk you through a unique dialogue with guest speaker, Nikki Gangemi and the CALM™ Method, a four-step exercise that helps harness control over emotions, get rid of unwanted thoughts and maintain a tranquil state of mind so you can move forward with ease!

By |2021-05-07T18:48:30+00:00April 28th, 2021|In the News, Webinars|Comments Off on Money and Mindset Mastery: 4 Steps to an Empowered Life

Navigating Today’s Economic And Policy Environment For Investing With Chief Economic Strategist Dr. Mickey Levy

A virtual discussion featuring famed economist Dr. Mickey Levy. Round Table Wealth Management invites you to our discussion series hosted by Steven J. Giacona, and Robert Davis. Dr. Levy will share his macroeconomic insights on navigating today's economic and policy environment for investing.

By |2021-04-02T13:59:28+00:00March 19th, 2021|In the News, Webinars|Comments Off on Navigating Today’s Economic And Policy Environment For Investing With Chief Economic Strategist Dr. Mickey Levy

International Estate Planning Strategies

Come join guest speaker Kevin E Packman, partner at Holland & Knight and our very own Frederic Behrens JD, CFP® and Marianne Rodriguez CFP® as they navigate throughout some of the most common issues when it comes to international estate planning. This presentation will be structured around multiple real-life planning examples.

By |2021-03-31T15:45:13+00:00March 11th, 2021|In the News, Webinars|Comments Off on International Estate Planning Strategies

Six Essential Financial Planning and Investing Topics Big4 Accounting Firm Partners Should Review to Start 2021

We believe there are numerous strategies that can be implemented to help navigate short-term market volatility as well as plan for long-term potential tax policy changes that a Biden administration may implement. This webinar provides a broad overview of several tax, financial planning, and investment strategies we feel are important in 2021.

By |2021-03-18T19:14:52+00:00March 9th, 2021|In the News, Webinars|Comments Off on Six Essential Financial Planning and Investing Topics Big4 Accounting Firm Partners Should Review to Start 2021