Busey Wealth Management Complimentary Webinars
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.
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.
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.
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.