[Yale Club of San Francisco] Practical Investment Advice for Individual Investors and their Families

December 10, 2020, 5:00 p.m. – 6:00 p.m. EST

From the Yale Club of San Francisco

We are pleased to invite you to join our experienced group of panelists as they discuss current financial markets and provide practical advice for individual investors and their families. The panelists will focus on actionable steps that can be taken now to increase the likelihood of long-term financial success. There will also be a discussion of trends in the wealth management industry to help people understand their options.

Agenda Topics include:

Macroeconomic and financial markets overview
What sectors are driving equity returns
Risk and reward in fixed income
Interest rates – now and looking ahead
Realistic forward looking return expectations in equities and fixed income
Trends in the wealth management industry
Strategic ideas to consider for you and your family
Loaning money to children so they can purchase real estate
Utilizing the investment interest deduction
Funding a donor advised fund with highly appreciated securities
Implementing a Grantor Retained Annuity Trust (GRAT)The event will include moderated Q&A and networking segments.

When: Thursday, December 10, 2020 | 5:00 PM PT
Where: Zoom, registration required: https://us02web.zoom.us/meeting/register/tZ0sdumhqD8jHtJW2-kX24T2WZvg_th...

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Chapter
San Francisco

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