Wealth Management: Investing and Estate Planning in Uncertain Times

Wealth Management: Investing and Estate Planning in Uncertain Times

What could President Biden’s tax proposals mean for your finances? When is the best time to jump back into the stock market if you’ve been playing it safe? The pandemic forced many people to think more pragmatically about their financial and legal affairs to safeguard their standard of living. Others are taking a closer look at asset allocation to ensure they’re suited for the long haul. We spoke with local experts about the essential financial tools to implement during a challenging economy, turbulent market, and uncertain times.

Watch a recording of the March 11 webinar below.

Panelists:
Mary Ann Heine, Senior Vice President of Private Banking, Minnesota Bank & Trust
Bill Ringham, Vice President/Director of Private Wealth Strategies, RBC Wealth Management

Moderated by:
Allison Kaplan, Editor-in-Chief, Twin Cities Business

Sponsored by:
RBC Wealth Management
Minnesota Bank & Trust