"Looking Ahead - Investing Around the Impact of COVID-19 and the U.S. Presidential Election"
OVERVIEW: This roundtable program will discuss the impact of COVID-19 on financial markets, potential risks related to the U.S. presidential election, and how investors should think about positioning their portfolios as we head into 2021.
SPEAKER:
Jeffrey D. Mills is the Chief Investment Officer at BMT Wealth Management. With more than 15 years of experience in investment analysis, advisory, and strategy. He is responsible for investment strategy across BMT’s Wealth Management platform, including the development of alternative capabilities to attract high net-worth and ultra-high net-worth clients, as well as institutions, endowments, and foundations.
Joining BMT in 2019, he previously served as Managing Director and Co-Chief Investment Strategist for PNC Financial Services Group. Prior to this position, he was Chief Investment Strategist for PNC’s Hawthorn Group.
Jeff is a CNBC Contributor providing expert financial insights into national discussions on economic matters, regularly appearing on shows like Squawk Box, Power Lunch and Fast Money.
He holds a bachelor’s degree in international relations from the University of Pennsylvania, a Master of Business Administration from the University of Oxford, Oxford, U.K., and a Master of Science in management studies – with a concentration in asset management and investments – from the Massachusetts Institute of Technology (MIT).
Jeff is a member of the Investment Committee at LaSalle College High School where he oversees the school’s endowment. He is also an advisory board member at the Johns Hopkins Lyme Disease Research Center.
COST: No charge! Must be a PEPC Member to attend.
No continuing education credits will be offered for this program.
This program is being sponsored by
As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our October 20th virtual luncheon program. Continuing education credits not included.
"Business Succession Planning: Lessons Learned from Selling or Transferring a Business"
Mitchell A. Drossman is Managing Director and Head of National Wealth Strategies for the Chief Investment Office (CIO) within Bank of America’s Global Wealth & Investment Management (GWIM) division. In this role, Mitchell manages and leads the Wealth Strategies Advisors to provide objective insight to help U.S. Trust, Bank of America Private Wealth Management clients align their financial and estate planning strategies with their goals by integrating the full capabilities of our investment and financial planning services and by utilizing the broad range of Bank of America Corporation and its affiliates. Mitchell works with individuals, families, closely-held family businesses, family offices and institutions in conjunction with their tax and legal advisors to facilitate wealth transfer, business succession (pre-and post-liquidity event strategies), wealth structuring and estate planning needs that are often complex requiring customized analysis and strategies.
Zoom Webinar:Log-in information will be sent to all registered attendees the day prior to the program. We have reviewed several video communications services and have chosen Zoom for this event. Unfortunately, not all firms permit the use of Zoom so if you are prevented from using it to attend this event due to company restrictions, please join us using a personal computer or cellular phone or by simply dialing in and listening to the event from a telephone. If you will be using a personal device, please test your connection early; an app or registration may be needed the first time Zoom is used.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Click here to download a printable registration form.
This Program is Being Sponsored by
As a special member benefit during the pandemic, current PEPC members will receive complimentary registration to our November 17th virtual luncheon program. Continuing education credits not included.
"Top Tax and Estate Planning Techniques Today (COVID-19, COVFEFE, and the Election)"
Paul S. Lee is the Chief Tax Strategist of The Northern Trust Company, within the Global Family & Private Investment Offices Group and Wealth Management division of Northern Trust. He is also a Senior Vice President and Managing Director of the company. Prior to joining Northern Trust in 2015, he was a National Managing Director at Bernstein Global Wealth Management, and a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP.
Paul is a Fellow of the American College of Trusts and Estate Counsel, has been inducted into the NAEPC Estate Planning Hall of Fame®, and has been designated an Accredited Estate Planner® (Distinguished). A frequent lecturer and panelist on investment planning, tax and estate planning, Paul has spoken at the Heckerling Institute on Estate Planning, ACTEC National Meeting, Southern Federal Tax Institute, and numerous other institutes and conferences across the country.
Paul received his J.D. and LLM (Taxation) degrees from Emory University School of Law, and B.A. degrees in English and Chemistry from Cornell University.
Zoom Webinar: Log-in information will be sent to all registered attendees the day prior to the program. We have reviewed several video communication services and have chosen Zoom for this event. Unfortunately, not all firms permit the use of Zoom so if you are prevented from using it to attend this event due to company restrictions, please join us using a personal computer or cellular phone or by simply dialing in and listening to the event from a telephone. If you will be using a personal device, please test your connection early; an app or registration may be needed the first time Zoom is used.
The PEPC is continually monitoring the COVID-19 pandemic and the restrictions associated with large gatherings. A decision will be made by mid-November as to whether the January 2021 program will be held as an in-person or virtual program. Event registration will be open when a decision is made.
"Return of the Economist: COVID-19 Economic Update"
Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm headquartered in Baltimore, Maryland with an office in Indonesia. The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others.
In 2014, Maryland Governor Larry Hogan appointed him Chair of the Maryland Economic Development Commission. He also serves as chairman of the Baltimore County Economic Advisory Committee. He is also the Chief Economist to Associated Builders and Contractors and Chief Economic Advisor to the Construction Financial Management Association. He serves or has served similar functions for Visit Baltimore, Maryland Realtors, and Marcum, LLC.
Mr. Basu earned his B.S. in Foreign Service at Georgetown University in 1990. He earned his Master’s in Public Policy from Harvard University’s John F. Kennedy School of Government, and his Master’s in Economics from the University of Maryland, College Park. His Juris Doctor was earned at the University Of Maryland School of Law. His doctoral work is in health economics and has taken place at UMBC.
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
