Please join BNY Mellon Wealth Management for its annual Planned Giving conference. The 2021 Virtual Planned Giving Conference will focus on current trends and practical solutions from thought leaders in the philanthropic planning community.
RecordedSep 30 2021201 mins
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Leo Grohowski, Alicia Levine, John Flahive, Jeff Mortimer
Amid a seasonally challenging period, markets have plenty to worry about – political wrangling in Washington, D.C. about spending plans, taxes and the debt ceiling, increased expectations for Fed tapering before year end, peak growth concerns and the Delta variant. Will these headwinds be a persistent source of volatility or will a resilient consumer and solid earnings growth help support equities into year end?
Please join Chief Investment Officer Leo Grohowski and a panel of experts as they discuss these developments, where they see opportunities and risks and how to position investment portfolios.
While the importance of year-round planning is critical to the ongoing health of one’s wealth plan, today’s low interest rate environment and the potential for higher taxes to fund the Biden administration’s American Families Plan brings increased focus on identifying investment, tax and estate strategies to mitigate tax liabilities.
Please join BNY Mellon Wealth Management experts Jere Doyle, Senior Tax & Estate Planning Strategist, and Joan Crain, Global Family Wealth Strategist, for our annual year-end tax planning webcast. Learn effective strategies and considerations in the areas of taxes, investments, estate and gift planning to ensure you are ready for what lies ahead in 2022.
Franklin Sirmans, Jason Seife, Lory Kehoe, Jay Mollica, Jere Doyle
From currency to artistic expression, digital assets are experiencing explosive growth.
BNY Mellon Wealth Management and Pérez Art Museum Miami invite you to join us for a virtual program where our experts will explore the twin innovations of crypto-currency and non-fungible tokens (NFTs). The discussion will highlight how collectors care for a digitized/decentralized asset, the evolving role of ownership, how it relates to art stewardship, and conservation from a tax, estate and wealth planning perspective.
Joining our panel is Miami-based artist, Jason Seife, who will share his unique perspective on traditional and digital art creation within the crypto-NFT space.
Whether the primary motivation for building a collection is for personal enjoyment or as a means for investors to diversify their portfolios, one cannot approach investing in collectibles the same way as stocks or bonds.
BNY Mellon Wealth Management invites you to join Brian Lang, Curator of BNY Mellon’s Corporate Art Collection, who will share a primer on building and maintaining a collection that marries one’s personal passion with an eye on its potential growth as a valued asset. Jere Doyle, Senior Tax & Estate Planning Strategist, will then examine the allure of investing in collectibles (including artwork, fine wines, classic cars, among countless others) and how these come with some unique risks from a tax & estate planning perspective.
Leo Grohowski, Sinead Colton Grant, Gregory Conant, Jeff Mortimer
As we near the end of summer, U.S. equities sit close to all-time highs buoyed by a robust earnings season. Now, investors’ attention will shift to Fed policy following the Jackson Hole summit, concerns about the Delta variant’s economic impact and geopolitical uncertainties. What could these developments mean for markets for the remainder of the year?
Please join Chief Investment Officer Leo Grohowski and a panel of experts as they discuss what’s driving markets, potential headwinds they are monitoring and how to position investment portfolios.
Crystal Thompkins, Head of Philanthropic Solutions
We are pleased to release BNY Mellon Wealth Management’s 2021 Annual Charitable Gift Report, which assesses the philanthropic landscape, levels of giving and donor behavior to provide insights, context and benchmarks. The report provides analytics and observations on charitable gift annuity and charitable remainder trust activity for more than 100 nonprofit organizations during calendar year 2020.
Please join Head of Philanthropic Solutions, Crystal Thompkins, as she leads a discussion with a panel of experts taking an in-depth look at the report findings and what the data reveals about current and future trends in giving.
Protecting family wealth & managing the impact of taxes has long been a priority for families, regardless of net worth. An increasingly desirable way for residents of high-tax states looking to reduce their total tax liability is to change domicile to a low-tax or no-tax state.
BNY Mellon Wealth Management invites you attend a virtual discussion highlighting key tax and estate considerations to keep top-of-mind when thinking about moving one’s residency to a tax-favorable state. These include meeting state and federal requirements to confirm one’s newly domiciled property status, misconceptions about the ease of changing domicile from one state to another, and the awareness of pitfalls critical to avoiding undesired consequences.
Catherine Keating, Sinead Colton Grant, Steve Forbes, Phyllis Newhouse and more!
In partnership with Forbes, BNY Mellon Wealth Management hosted a virtual event with CEO Catherine Keating and Deputy Chief Investment Officer Sinead Colton Grant as they joined a group of financial services experts to discuss market trends and how this transformative period is leading investors to recalibrate portfolios and adopt new strategies to grow and transfer wealth.
BNY Mellon Wealth Management invites you to attend a virtual mid-year tax conversation reflecting back on the first half of 2021 and what to expect for the remainder of the year. Following the release of the Biden administration’s American Families Plan, our experts Jere Doyle, Sr. Vice President & Estate Planning Strategist and Julie Alcala, Sr. Wealth Strategist, will review proposed policies, discuss potential tax implications, and share our best thinking around planning strategies and solutions.
Leo Grohowski, Alicia Levine, John Flahive, Jeff Mortimer
Please join BNY Mellon Wealth Management’s Chief Investment Officer Leo Grohowski and a panel of experts as they discuss the latest economic data and what they are monitoring, the potential for market choppiness and how to position portfolios.
BNY Mellon Wealth Management recently sponsored the 55th Annual Heckerling Institute on Estate Planning that took place from May 3 - 6, 2021. Please join Senior Estate Planning Strategist, Jere Doyle, as he shares key topics and perspectives discussed at this year's conference, including emerging tax and estate issues for 2021.
Jolen Anderson, Eden Bridgeman Sklenar and Stacie Kuhlman
BNY Mellon Wealth Management welcomes an exclusive virtual conversation with Eden Bridgeman Sklenar, owner of EBONY Media Group in an interactive discussion with Global Head of Human Resources at BNY Mellon, Jolen Anderson. During this interactive conversation, Eden will share her family story, process of relaunching Ebony and Jet magazine and give insight into her journey as a Black Female executive.
Myriam Soto, Joan Crain, Tash Perrin, Scott Bowman
This webcast was recorded on Wednesday, May 12, 2021.
BNY Mellon Wealth Management, Christie’s, and McDermott Will & Emery invite you to join us for a virtual conversation about the importance of protecting a collection. Whether it be of paintings, handbags, or sports memorabilia, as a collection continues to grow these assets require special considerations in the wealth planning process.
Topics of discussion include:
- Proper Collection Management & Care
- Preparing Future Generations
- Planning Techniques for International Collections
Mark Carney, Governor, Bank of England (2013 – 2020) | Hanneke Smits, CEO, Investment Management, BNY Mellon
A discussion with the former governor of the Bank of England on how financial services companies could create more clarity and transparency around ESG and responsible investing, apply data-driven approaches to climate change, and reset their social and strategic actions to make an impact.
How do companies fully incorporate ESG risks into their mindset, and measure their impact? Get the latest on critical sustainability information to evaluate risk and return, and how emerging technologies can create more meaningful, secure, and replicable data.
The explosive growth of the ESG space has matured to a point of significant revenue and reputational opportunity for the industry. Join us as we consider the questions, challenges and opportunities that leaders must address.
Live and on-demand webcasts from BNY Mellon Wealth Management
The BNY Mellon Wealth Management webcast series is an online channel that provides insights and expert advice on the latest market trends and analysis. Our comprehensive Active Wealth strategies cover five essential practices: investing, borrowing, spending, managing taxes and costs, and protecting your legacy. These practices help our clients achieve long-term financial success that stretches across market cycles and spans generations.