The Education Exchange Webinar Series
Emerson created "The Education Exchange" as a way to inform our clients of the issues surrounding the management of their wealth, such as our investment philosophy, estate planning, the role of retirement income, insurance needs or charitable giving.
Throughout the year we produce brief webinars on subjects we think contribute to our clients' total wealth management. We encourage you to listen to our team members explain how these issues affect you and the common goal of achieving a rewarding retirement.
Webinar Presentation:
"The Estate Planning Basics"
Narrated by Kathy Sablone, J.D.
Wealth Strategist
Webinar Presentation:
"Recovery & Balance: The Decade Ahead - Themes"
Part 1 of 3
Jack Lemery, CFA
Chief Investment Officer & Managing Director
Webinar Presentation:
"Recovery & Balance: The Decade Ahead - Equities"
Part 2 of 3
Paul Tryon, CFA
Director of Equity Investments
Webinar Presentation:
"Recovery & Balance: The Decade Ahead - Bonds & Alternative Assets"
Part 3 of 3
Jennifer Gallagher, CFA
Analyst