Broker Check
07 Oct
An Evening with Rob Lutts and the Cabot Team

Description

Please join us for our 32nd Annual Wealth Management Conference, a live virtual event. The Cabot Team will share insights on Wealth and Investment Management that can help you find long-term investing solutions for today's new normal and the challenges of tomorrow.

Agenda:

  • Welcome Remarks (Jim Gasparello)
  • Wealth Management
    • Tax Planning with a Changing Tax Code (Tom Vautin)
    • Top Three Financial Planning Mistakes (Alex Castrichini)
  • Investment Management
    • Magic of Productivity/New Paradigm (Rob Lutts)
    • Four Foundations of Safety in Stock Selection (Craig Goryl)
    • Fixed Income Toolbox (Pat Creahan)
  • Closing Remarks
    • Interest Rates, Bull Markets, Modern Monetary Theory, and The Emperor's "New" Clothes (Rob Lutts)

Date and Time

Thu, Oct 07, 2021

6:00p - 7:15p EST

Location

This is An Online Virtual Event

PT1H15M
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