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2021 Fall Conference: An Evening Event with Rob Lutts and the Cabot Team
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.
To join our event, please register using the link below:
https://www.ecabot.com/events/an-evening-with-rob-lutts-and-the-cabot-teamAgenda:
- 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
Thursday Oct 7, 2021
6:00 PM - 7:15 PM EDTLocation
This is an online event.
Fees/Admission
Free
Website
Contact Information
Cabot Wealth Management
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