This year we hosted our 28th Annual Wealth Management Conference at the historic Hawthorne Hotel in downtown Salem, Massachusetts. The event kicked off with a morning keynote from Jim Gasparello, Principal and Director of Wealth Management, who spoke about issues likely to have the biggest impact on your wealth, lifestyle and the legacy you are building for future generations.
During the conference, our four informative sessions centered on the economic landscape, investment opportunities, cybersecurity education and strategies for managing wealth.
The first morning session with Rob Lutts and Craig Goryl covered equity investing strategies related to new technologies, and the rising popularity of ESG (environmental, social, governance) investing. To learn more about how and why good citizenship is for good business, read our recent whitepaper.
The second morning session with Nick Burwell overviewed fixed income strategies and key risk factors. To learn more, view our video with Nick recapping his session. Later in the day, Sonia Ernst overviewed cybersecurity best practices and how to protect your identity, data and assets. To hear about some of these best practices, watch our video with Sonia.
Thank you to all of our clients and friends who could attend, for those of you we missed, we hope to see you next year!
- Morning Keynote: Looking Back, Planning Ahead
- Equity Investing Strategies: ESG for Everyone / International Investing
- Equity Investing Strategies: New Technologies and Disruptive Innovations
- Fixed Income Insights: Bonds, The Economy, and Your Money
- Cybersecurity Best Practices: Protecting Your Identity, Data and Assets