Upcoming Webinars 


How To Optimize Trusts in Your Estate Plan

During “The Great Wealth Transfer” $15 trillion is expected to pass to the next generation by 2030.* Are beneficiaries prepared to manage wealth? How will disruption change trust planning? How do you optimize trusts in your estate plan? 

June 10, 2020  I  12:00 PM CT 

Register Now 

*2018 A study by research and consulting firm, Cerulli Associates.

 

 

 


Previous Webinar Recordings

Financial Market & Economic Overview

April 2, 2020

 

Founders discuss their views on current market conditions, as well as answer any questions you may have.

Stavis & Cohen's investment strategy focuses on consistent returns with a goal to compound greater wealth by limiting portfolio volatility and downside risk.
 

 

 

Founders discuss their views on current market conditions, as well as answer any questions you may have.
Jump to a specific segment of the video by clicking one of the topics below: Financial Market Update: 4:13   Portfolio Considerations: Fixed Income 54:42 Portfolio Considerations: Equities  1:01:51 Questions and Answers: 1:23:02

 

Do you have a question?