7 Considerations for Year-End Wealth Planning
A recording for 7 Considerations for Year-End Wealth Planning hosted on Wednesday, September 21, 2022 is now available.
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Webinar Description
The last quarter of the year is the optimal time to review your financial situation and make any strategic adjustments that could significantly impact your future financial success. During this Perspectives webinar our team walked through seven key areas to focus on as you conduct your year-end wealth planning, and previewed what changes might affect you in 2023.
Moderated by:
Sterling Sankey
Head of Wealth Management
Union Bank
Featured Speakers:
Charity Falls
Head of Wealth Planning
Union Bank, The Private Bank
Ryan Velo-Simpson
Senior Wealth Strategist
Union Bank, The Private Bank
More Information
- Download our 2022 Year-End Wealth Planning Checklist.
- Learn more about Wealth Planning from The Private Bank.
Be sure to mark your calendar for our next Perspectives Webinar on October 19, 9:00-10:00 a.m. PT. If you are not already receiving our invitations and wealth management articles, you can sign up by visiting unionbank.com/perspectives and clicking "Subscribe to Perspectives".
Investment management services offered by MUFG Union Bank, N.A. in conjunction with its subsidiary, HighMark Capital Management, an SEC-registered investment adviser. Investments employing managed strategies: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested.
Wills, trusts, foundations, and wealth-planning strategies have legal, tax, accounting, and other implications. Clients should consult a legal or tax advisor. Union Bank does not create estate plans. Estate plans should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in a client's state.
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