What a difference a year makes. Phil MacKintosh, Nasdaq’s chief economist, spoke to us in December 2021 about the underlying economic themes that could lead to inflation and the Fed raising interest rates—and here we are.
Join us for more insights on the economy as you gear up for 2023. Phil will provide a look at recession and interest rate risks and what they mean for businesses and the economy. We’ll discuss whether stubbornly high inflation will persist or if the Fed will be able to pivot to lower interest rates soon.
Jack Cassel, Nasdaq’s head of new listings, will also be joining us for this year’s session to discuss what the economic headwinds mean for earnings, valuations, and the capital markets more generally.
AGENDA
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Insurance Services | Risk Management | Employee Benefits
© 2021 WOODRUFF-SAWYER & CO.
December 6th, 2022 | 10:00 AM PT
SPEAKERS
Phil Mackintosh
Chief Economist
Nasdaq
Priya Huskins (Moderator)
Senior Vice President
Woodruff Sawyer
INSURANCE SERVICES
RISK MANAGEMENT
EMPLOYEE BENEFITS
© 2021 WOODRUFF-SAWYER & CO.
December 6, 2022 | 10:00 AM - 11:00 AM PT | VIRTUAL EVENT
December 6, 2022 | 10:00 AM - 11:00 AM PT
VIRTUAL EVENT
Shareholder class action trends, SEC enforcement actions, corporate governance, and the issues impacting the personal liability of your directors and officers. Priya Huskins addresses it all in the D&O Notebook.
Six Barriers to Investment Success: Uncovering Your Behavioral Bias
September 23 | 12pm PT
Are hidden biases undermining your investment success? By identifying these unconscious tendencies, we may have a better chance of meeting our long-term goals. In this webinar you’ll learn more about common behavioral biases, how biases affect our decision making ability and the impact of biases on investment portfolios.
Speaker: Matthew Beaulieu, VP Senior Retirement Specialist, Franklin Templeton
Wills, Trusts and Estate Planning – Not Just for the Wealthy
October 12 | 12pm PT
Take care of your assets and avoid probate. Gain a better understanding of the key differences between a will and trust and other legal documents you should have on hand.
Speaker: Cameron Lagala, Financial Advisor, Money Management Educators & Stephen Fatula Jr., Esq., Attorney, Money Management Educators
Take Your Investing to the Next Level
November 11 | 12pm PT
You're invested (you think), now what? Learn the key differences between different investment strategies and how you can ensure your invested properly to meet your retirement goals and possibly avoid taking too much – or too little – risk along the way.
Speaker: Mark Peterson, Director of Investment Strategy and Education, Blackrock
Tax Strategies for the Current Landscape
December 8 | 12pm PT
Will taxes go up or down? One thing we know is we will have taxes, so end 2021 and start planning for 2022 with the tax experts from Putnam Investments: Tactical, Tax-smart planning, hedging against higher possible taxes and considerations for wealth transfers.
Speaker: Robert Linskey, Senior Wealth Management Specialist, Putnam Investments
Kickstart Your 2022 Finances
January 20 | 12pm PT
Start the year strong with tools and tips around saving, budgeting, financial goal setting and set your year up for financial success.
Speaker: Lisa Painter, Senior Consultant, Financial Finesse
Woodruff Sawyer’s Annual State of the Economy Update
Presented by Nasdaq’s Chief Economist, Phil Mackintosh,
and Head of New Listings, Jack Cassel
In conversation with Woodruff Sawyer’s Priya Huskins
Jack Cassel
Head of New Listings
Nasdaq