As we close out 2021 and look forward to 2022, Phil will provide a state of the economy update and discuss emerging themes that might affect the economy in 2022. 

With the various market dynamics shifting the global economy, key themes like the lopsided recovery, global supply chain constraints, employment imbalances, U.S., China and global debt, as well as inflation and its effect on interest rates globally. All of these are creating unique risks and opportunities for all companies. 

We hope you can join us as we explore the global economy with Nasdaq’s Chief Economist, Phil Mackintosh. Woodruff Sawyer’s Priya Huskins and Phil will end the session with a conversation that will further delve into the key issues as well as address questions submitted by our webinar participants.

AGENDA

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Insurance Services | Risk Management | Employee Benefits
© 2021 WOODRUFF-SAWYER & CO.

November 30th, 2021 | 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.

November 30, 2021 | 10:00 AM - 10:45 AM PT | VIRTUAL EVENT 

NOVEMBER 30, 2021
11:00 AM - 11:45 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
In conversation with Woodruff Sawyer’s Priya Huskins

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