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