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

Six Essential Financial Planning and Investing Themes Law Firm Partners Should Consider Starting 2021

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, CFP® and wealth advisor, Anthony Rosetti, CFA®.  Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.1 billion of assets.

By |2021-02-25T19:09:29+00:00February 10th, 2021|In the News, Webinars|Comments Off on Six Essential Financial Planning and Investing Themes Law Firm Partners Should Consider Starting 2021

Women of Clarity “The Power of Purpose” 3-Part Webinar Series

“The Power of Purpose” is a three-part Financial Webinar Series meant to serve as a casual connecting platform for women. It has been created with all of you in mind: those who are still hesitant of taking the first step towards organizing your finances and finding purpose, all the way up to those who have the experience and knowledge in the field but simply want to rekindle it and embrace a fresh perspective.

By |2020-12-16T21:38:57+00:00November 10th, 2020|In the News, Webinars|Comments Off on Women of Clarity “The Power of Purpose” 3-Part Webinar Series

Election 2020: Proactive Tax and Investment Strategies for Big4 Accounting Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Taylor Thomas, CFP® and wealth advisor, Anthony Rosetti, CFA®.  Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.1 billion of assets.

By |2020-10-22T17:26:25+00:00October 8th, 2020|In the News, Webinars|Comments Off on Election 2020: Proactive Tax and Investment Strategies for Big4 Accounting Firm Partners

Election 2020: Proactive Tax and Investment Strategies for Law Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS, wealth advisor, Fred Behrens, CFP® and wealth advisor, Anthony Rosetti, CFA®.  Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1.1 billion of assets.

By |2020-10-22T17:20:23+00:00October 8th, 2020|In the News, Webinars|Comments Off on Election 2020: Proactive Tax and Investment Strategies for Law Firm Partners