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Presented by

Crystal Thompkins, John Monahan, CFA, Christopher Rogers, Karen Havey

About this talk

BNY Wealth Planned Giving Conference 2021 CGA Gift Illustrations (John Monahan, CFA) Digital Assets Investment Trends (Christopher Rogers) Philanthropic Legislative Update (Karen Havey) -

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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.