Join our final Compound Conversation of 2024 featuring Steve Dean, CFA®, Chief Investment Officer, and Tara Shulman, Principal Wealth Advisor at Compound Planning.
📆 Date: Wednesday, December 18th
🕚 Time: 11 AM PT / 2 PM ET
Steve and Tara will break down the most impactful trends across public and private markets, geographies, industries, and asset classes, cutting through the noise to focus on what truly matters in today’s economic and market landscape.
Here’s what they’ll cover:
→ 2024 in Review: Key themes from the past year
→ 2025 Market Outlook: Trends to watch for the year ahead
→ Live Q&A: Ask our panel anything about the market
Whether you’re a seasoned investor or just getting started, this conversation will provide valuable insights to help you make informed financial decisions.
Save your spot → RSVP today
DISCLOSURE: These events have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in these presentations. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.