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A discussion on how the 2020 election will impact the markets and tax policy. The panelists cover:
- Current market update and potential market reaction to the election.
- Potential impacts on business and regulatory environments, family business ownership and wealth management.
- Real estate investing and retirement security.
- Tax implications.
MODERATOR
- Jason Cain, Managing Director, Family Office Team, Co-Head of Center for Wealth Planning Excellence, SVB Private
SPEAKERS
- Gerald Baker, Head of Trust & Fiduciary Services, Co-Head of Center for Wealth Planning Excellence, SVB Private
- Doug Fisher, Washington Strategist
- Shannon Saccocia, CFA, CIMA®, Chief Investment Officer, SVB Private
