The Road Ahead: What Can We Expect in the Coming Year?
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With the ever-changing dynamics of both the economic and investment landscapes, it becomes more important to understand the implications so you can meet your long-term goals. We will discuss our expectations for 2011 and how you might take advantage of the opportunities.

Following the webinar, participants will be able to:

• Understand the global implications and impact for the US economy
• Develop timely actions and strategies for consideration for one’s portfolio
• Explain current market environments and challenges facing the economy in 2011
• Identify important portfolio considerations to monopolize on expectations for 2011

Presenters: Jim Baird, Plante Moran Financial Advisors (PMFA) Partner and Chief Investment Strategist; Scott Carano, Plante Moran Financial Advisors (PMFA), Partner.

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Year-End Investment and Estate Planning Strategies
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Year-end investment strategies are critical to your overall after-tax net worth. It is also important to assess your broader financial arrangements including your estate plan especially within the environment of legislative changes. Our investment and estate planning experts will discuss possible investment strategies to consider as well as recent legislation related to estate tax, gifting strategies, and its overall impact to your estate and financial well being.

Following the webinar, participants will be able to:

• Address the overall economic environment and impact to the financial markets
• Develop timely actions and strategies for consideration for one’s portfolio
• Explain the current state of the estate tax and any related legislation
• Identify important timeline factors for gifting strategies
• Discuss key items to consider integrating into your overall year-end financial strategy

Presenters: Jim Baird, chief investment strategist, and Dawn Jinsky, estate planning expert. Moderator will be Mark Dixon, chief investment officer. All are with Plante Moran Financial Advisors, an affiliate of Plante & Moran.

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