Webinars

What You Need to Know About the “For the 99.5% Act”

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Meet the Author

Paul McGloin

Client Advisory

Paul is the Chief Planning Officer and a Partner based in Texas. He has over twenty-five years of experience in helping families create and optimize their wealth planning structures. His expertise extends beyond traditional trust and estate planning to areas such as asset protection planning, income tax strategies, charitable and philanthropic structuring, and planning for […] ...

Meet the Author

James Lebenthal

Client Advisory

Jim is the firm’s Chief Equity Strategist and a Partner in the New York office. He has over twenty-five years of experience managing investment portfolios and is a regular contributor on CNBC. Prior to joining Cerity Partners, Jim served as the Chief Executive Officer and Chief Investment Officer of Lebenthal Asset Management LLC, where he […] ...

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Q2 2024 Economic and Market Outlook

Gain expert insights on 2024’s economic landscape with our Investment Office’s Q2 Webinar: navigating resilient economic growth, sticky inflation, and an uncertain path for interest rates.

Q1 2024 Economic and Market Outlook

Gain expert insights on 2024’s economic landscape with our Investment Office’s Q1 Webinar: navigating U.S. growth slowdowns, Fed rate cuts, inflation trends, global equity market shifts, and fiscal deficit challenges in an election year.

Q4 2023 Economic and Market Outlook Webinar

In this webinar, our Investment Office will discuss inflation, the strength of the economy, risk of recession, key risks to the market in 2024, and more.

Q3 Economic & Market Outlook Webinar

In this webinar recording, our Investment Office discusses the resiliency of labor markets, earnings and economic growth, cooling inflation, and more.

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard

Lead Concierge

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Lead Concierge

Dustin Ribergaard

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Investing

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.