Planning to Plan in 2022: Considerations for a New Year

Date: Wednesday, January 19, 2022
Time: 11:45am - 1:00pm
Location: Zoom
Speaker: Baie Netzer & Erik Hendrickson

Registered for this event? Login now to view additional event details.

Join LAEPC for our first meeting of 2022!  Baie Netzer will present a 2022 capital market update and Erik Hendrickson will present a review of 2022 planning topics.  

Baie Netzer is a Managing Director and Senior Investment Strategist for Bank of America Private Bank. She serves as investment thought leader by presenting the national Chief Investment Office’s current market outlook and investment strategy to high net worth clients across the West division. In this role, she works with clients’ dedicated advisors and portfolio managers to ensure that top of the house macroeconomic, thematic and tactical portfolio strategy align with clients’ specific objectives and customized investment solutions.  Baie has been in the financial services industry for over 20 years.  

Erik Hendrickson is a Senior Vice President and Managing Wealth Advisor for Northern Trust.  Erik leads the Advisory and Wealth Strategies teams and specializes in the development and implementation of financial, estate and tax plans for high-net-worth individuals, business owners, senior executives and wealthy families.  Erik has over 25 years of experience delivering financial planning, tax and estate planning advice. His expertise in investment management, corporate executive planning, income and estate taxation, pre and post transaction planning and advanced wealth transfer strategies is known and respected throughout the community.  

See Upcoming Event Calendar