Venturi Private Wealth is hosting two virtual events in 2021 to empower women to sit with confidence at the table. It’s not about forcing yourself to learn a list of technical financial concepts, but rather leaning into your unique strengths, refining goals and aligning a little more each day with the values that are most important to you.

Join the Venturi Investment Team on October 22nd at 10:00AM CT for a panel style virtual event covering some of the most frequently asked questions. Topics of discussion will include:

• Is higher inflation likely to be transitory or permanent?
• What are the likely impacts of Evergrande and China in general on the world economy?
• Is there any visibility into supply disruptions (such as chip shortage) tapering or ending?

Are you planning a substantial transfer of wealth this year? You’re not alone! Due to anticipated changes in United States tax law, many affluent Americans are considering the option to transfer considerable amounts of family wealth into the hands of their beneficiaries in order to maximize the current lifetime exemption from federal gift or estate tax.

However, does the timing of this transfer of wealth make sense from both a technical and non-technical planning standpoint for your family at this time?

Join Venturi and keynote speaker, Rich Orlando, at 10:00 AM CST on September 1st to:

• Gain the most up to date information regarding actual or potential tax law changes.
• Gain an approach to consider the impact the wealth transfer could have on your rising generation.
• Gain some best practices on how to communicate to your rising generation about the wealth transfer that will take place

Venturi Private Wealth is hosting two virtual events in 2021 to empower women to sit with confidence at the table. It’s not about forcing yourself to learn a list of technical financial concepts, but rather leaning into your unique strengths, refining goals and aligning a little more each day with the values that are most important to you.

High net worth individuals find themselves bracing for impact as Washington’s proposals for substantial tax law changes are looming, including provisions that could dramatically alter the estate planning landscape.

Mark your calendars for our next virtual event! Venturi’s Wealth Strategist team, featuring Stephanie Allen, and special guest Attorney Doug Paul of McGinnis Lochridge LLP on Friday, June 4th at 10:00 AM (CST) for a discussion about the current proposals, their potential impact, and some techniques to consider amidst the uncertainty.

Join Venturi for their third annual Charity Shoot benefitting Honor Flight Austin, www.honorflightaustin.com.

READ THE EVENT BLOG

Join Venturi and special guest, Jeremy Siegel, at 10:00 AM CST on Friday, April 9th to discuss:

•  Takeaways from recent conversations with Fed President Bullard
•  What happens when stimulus ends?
•  Are rising interest rates imminent?

Join Venturi and special guest, highly acclaimed economist Dr. Angelos Angelou, at 10:00 AM CST on Friday, March 19th to learn about:

• How the pandemic is impacting our regional economy
• A post-pandemic economic forecast
• Why Angelos thinks Austin will be the highest growth Tech City in the U.S. for the next 20 years

Join the Investment Team at Venturi Private Wealth for a November Market Update on Friday, November 20th at 10:00AM CT. The virtual event will provide:

• • Update on the markets post-election
  • Implications for the stock market in light of an imminent vaccine
  • Q&A session

Join Venturi and special guest, Alejandra Grindal from Ned Davis Research, at 10:00AM CT on Friday, October 30th to discuss:

• • The effects of governments all over the world engaging in massive stimulus to combat the destruction of the global pandemic.
  • What are the consequences of this surge in spending? Should we be worried?
  • What can we expect going forward, knowing that the underlying cause of the flood of both fiscal and monetary stimulus goes well beyond the pandemic.

WATCH THE RECORDING

Join the Investment Team at Venturi Private Wealth for an October Market Update on Friday, October 16th at 10:00AM CT. The virtual event will provide:

• • Update on current market trends
  • Overview of Venturi methodology for managing risk
  • Q&A session

WATCH A RECORDING OF THE EVENT

1. 1. New challenges the industry faces and how the McCombs Wealth Management Center plans to address those challenges
   2. Industry insights from leaders in the field right here in Austin
   3. Going beyond the tax efficient transfer of financial wealth: intergenerational planning for human capital, personal legacy, and educated philanthropy

• • Dr. Ramesh K. S. Rao – UT Austin McCombs School of Business
  • Russell W. Norwood, CIMA, CFP – Venturi Private Wealth
  • Rhonda H. Brink, JD – Brink & Bennett

Join Venturi and special guest, Scott Orr, at 10:00 CST on Friday, September 11th to learn about:

• • An analysis of the current political climate in Washington
  • Key congressional races to watch
  • Expectations for future control of Congress and the White House
  • Recent and proposed regulatory and legislative activity and how that impacts investors and the financial markets

READ THE MODIFIED TRANSCRIPTION

Join Venturi and special guest, highly acclaimed economist Angelos Angelous, at 1:00 PM CST on Friday, June 12th to learn about:

• • An analysis of the statistics from an unbiased viewpoint
  • The impact of the Coronavirus on the regional economy
  • Predictions for the economic recovery

READ THE MODIFIED TRANSCRIPTION

Are you worried about how the outcome of the election might impact wealth transfers? Have you thought about estate planning in our current environment? Tune in at 10:00 AM CST on Thursday, May 21st to learn about:

• • The current estate planning environment
  • Risks to current wealth transfer plans
  • Grantor Retained Annuity Trusts
  • And so much more

READ THE MODIFIED TRANSCRIPTION