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: 

Hosted by:  Sterling Sankey, Head of Wealth Management, Union Bank

Sterling Sankey
Head of Wealth Management
Union Bank

Featured Speakers:

Featured Speaker: Ronald J. Manuel Supervisory Special Agent FBI Los Angeles Cyber Task Force

Charity Falls
Head of Wealth Planning
Union Bank, The Private Bank

Bill Uptmore, CISSP, CISA Director, Business Information Security Officer MUFG Americas

Ryan Velo-Simpson
Senior Wealth Strategist
Union Bank, The Private Bank

More Information

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".