Busey Wealth Management Complimentary Webinars
Busey Wealth Management remains committed to keeping you informed of market developments and economic outlooks as we endure ongoing changes and the far-reaching effects of COVID-19 together.
Hosted on a monthly basis, our experts will deliver timely resources, knowledge and trusted advice to help you enhance and preserve your financial future.
On Thursday, January 28, at 2pm CST, Busey Wealth Management will host a complimentary webinar: A Guide to Personal Income Taxes. Kathleen Moore, Shane Smith and moderator Cynthia Bruno will provide a guide to personal income taxes, while sharing tips and information related to:
- Important 2020 tax items
- Changes from the 2017 Tax Cut and Jobs Act
- Impacts of the 2020 CARES Act
- Preparing for 2021 income taxes
We invite you to register for A Guide to Personal Income Taxes. Registration is required for the live presentation.
If you have specific topics you would like addressed in future discussions, email us at WMWebinars@busey.com. If you are unable to attend the webinar, a recorded version will be available on this page shortly following the live event.
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.
To access other previously held webinars, please see the tabs below.
Navigating Financial Markets & the CARES Act During COVID-19
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.
CARES Act | Charitable Gifting Provisions and Donor Advised Funds
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
Did you miss the live webinar? You can listen to the recorded version now on Webex—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.
A Guide to Navigating a Volatile Market
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.
Did you miss the live webinar? You can listen to the recorded version now on Webex—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.
A Guide to Estate Planning and A Message to My Loved Ones
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.
You can listen to the recorded version now on Webex —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.
Fixed Income Markets | Ways to Mitigate Risk
On Tuesday, June 30 Busey Wealth Management hosted a complimentary webinar: Fixed Income Markets; Ways to Mitigate Risk. A recorded version of the webinar is now available.
In the webinar, Busey Wealth Management investment team members Josh Haskell and Kevin Pfleger provided insight into the fixed income markets, while discussing ways to identify investor opportunities. Additionally, Josh and Kevin offer their expertise on the current state of interest rates and what they foresee for the future of fixed income markets.
Planning Strategies for Women
On Tuesday, July 14, Busey Wealth Management hosted a complimentary webinar: Planning Strategies for Women. The recorded version of the webinar is now available and can be viewed via Webex.
In the webinar, Busey Wealth Management advisors Megan Marquardt and Emily Lietz shared unique challenges women are facing in today’s economic environment, while also providing advice on navigating and planning for possible financial uncertainties ahead.
Business Succession: Planning for the Future of Your Business
On Tuesday, September 22, Busey Wealth Management hosted a complimentary webinar: Business Succession: Planning for the Future of Your Business. The recorded version of the webinar is now available and can be viewed via Webex.
In the webinar, Michael Goldberg, CFP®, CEPA® and Simon Grant, CFP®, CEPA® provided an overview of business succession and exit planning while also sharing exit options available to business owners and answering specific questions from business owners themselves.
Investing and Elections: A Race to the White House
On Wednesday, October 28, Busey Wealth Management hosted a complimentary webinar: Investing and Elections: A Race to the White House. The recorded version of the webinar is now available.
In the webinar, Busey Wealth Management experts provided an overview of markets during election years while also discussing the potential impact the U.S. presidential election could have on investments, change considerations for investment allocations and more.
We would like to hear your thoughts on Busey Wealth Management's new webinar series. If you have participated in a live webinar or listened to a recorded version, please let us know what you think by completing this short survey. We appreciate your feedback as it will help us improve the series moving forward.