Busey Wealth Management Complimentary Webinars
- The importance of having a plan in place
- Exit options available to business owners
- Common pitfalls when you fail to have a plan in place
- Answer specific questions from business owners
To access other previously held webinars, please see the tabs below.
On Tuesday, April 21, Busey Wealth Management hosted the first in a series of complimentary webinars: Navigating Financial Markets & the CARES Act During COVID-19.
In the webinar, members of Busey’s Investment and Financial Planning team provided the latest information about navigating your finances during this crisis, including:
- Perspectives on Current Global Economic & Financial Market Conditions
- Navigating Your Investment Portfolio Through Volatile Markets
- Key Retirement Plan Provisions within the CARES Act
- Q&A Session with Busey Wealth Management Experts
We’re pleased to bring you the presentation deck(Opens in a new Window) and offer access to a recording of the webinar—you may be required to download a free version of WebEx to view the webinar and there may be a slight delay while the webinar buffers before playing via WebEx.
The information provided in this Webinar is for general informational purposes only. It is not intended to be specific advice. Please contact your Busey Wealth Management advisor to discuss solutions tailored to your unique situation.
On Tuesday, May 5, at 2 p.m. CT, Busey Wealth Management hosted the second installment of our webinar series: CARES Act | Charitable Gifting Provisions and Donor Advised Funds.
The far-reaching impact of COVID-19 has many of our customers looking to help their communities by finding unique and meaningful ways to give back. The CARES Act includes charitable provisions you may be able to use to your benefit during this time. In this webinar—presented by Busey Wealth Management advisors Kyle Wetters and Joel Wallace—our experts provided the latest information and answered questions regarding topics such as:
- CARES Act charitable provisions
- Tax benefits of charitable donations
- Donor Advised Funds
- Examples of real-world applications for individuals to consider
On Tuesday, May 19, Busey Wealth Management experts discussed one of the most devastating economic impacts: the recent downturn in equity markets.
Busey Wealth Management Investment team members Aaron Sutton and Grant McKay recapped COVID-19's impact on overall equity markets and investor opportunities. Additionally, they examined current valuation levels and the future of different equity sectors such as Large, Mid, and Small Cap stocks.
On Tuesday, June 2, Busey Wealth Management hosted a complimentary webinar: A Guide to Estate Planning and a Message to My Loved Ones.
In the webinar, Busey Wealth Management Investment Advisors Laura Harris and Karen Walker addressed the delicate subject of estate planning. Using Busey’s robust planning document Message to My Loved Ones as a guide, they shared their expertise on documentation and asset distribution while cautioning against the dangers of failing to plan for unexpected life events.