Wealth planning for the year ahead

Watch experts discuss how preparedness can be important to your family and financial well-being. For many, this time of transition offers an opportunity to update your wealth & estate plans.

 

Preparedness can be important to your family and financial well-being. For many, this time of transition offers an opportunity to update your wealth & estate plans.

The panelists explore factors that may be contributing to investor uncertainty, such as political and policy issues as they relate to tax legislation and macro-economic outlook. We also explore ways you can build or adjust your wealth & estate plans to help ensure you have the flexibility to address changes to your personal situation.

 

This event was recorded on February 10.  While the content does not directly address the Russia/Ukraine conflict, the information in this program remains relevant and can help you navigate your wealth planning concerns in an environment of uncertainty.  If you have specific questions related to your financial situation, please reach out to your advisor.

 

Our host:

Katie Carlson Headshot

Katie Carlson

Head of Wealth Planning,
Bank of America Private Bank

Katie Carlson Headshot

Katie Carlson

Head of Wealth Planning,
Bank of America Private Bank


 

Speakers:

Mitch Drossman Headshot

Mitch Drossman

Managing Director
Head of National Wealth Strategies,
Chief Investment Office,
Merrill and Bank of America Private Bank

Anthony Fittizzi Headshot

Anthony Fittizzi

Managing Director,
Market Trust Executive,
Bank of America Private Bank

Mitch Drossman Headshot

Mitch Drossman

Managing Director
Head of National Wealth Strategies,
Chief Investment Office,
Merrill and Bank of America Private Bank


 

Anthony Fittizzi Headshot

Anthony Fittizzi

Managing Director,
Market Trust Executive,
Bank of America Private Bank


 

Speakers:

Wendy Gatlin Headshot

Wendy Gatlin

Managing Director,
Wealth Strategies Advisor,
Bank of America Private Bank

Joe Quinlan Headshot

Joe Quinlan

Managing Director,
Head of CIO Market Strategy,
Chief Investment Office,
Merrill and Bank of America Private Bank

Wendy Gatlin Headshot

Wendy Gatlin

Managing Director,
Wealth Strategies Advisor,
Bank of America Private Bank


 

Joe Quinlan Headshot

Joe Quinlan

Managing Director,
Head of CIO Market Strategy,
Chief Investment Office,
Merrill and Bank of America Private Bank


 

Important Disclosures

Opinions are as of the date of this event and are subject to change.

Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).  This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.

Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation.