After the Election and Beyond – Impact on the Economy, Financial Markets and Business Owners

CONEJO VALLEY CHAPTER EVENT

After the Election and Beyond - Impact on the Economy, Financial Markets and Business Owners


Presentation will focus on both the initial interpretation of the November election results upon US equity markets and the longer term impact on the economy and any potential changes in taxes (income, estate and gift taxes) of a Biden presidency and how it may effect business owners and potential business sale transactions.

*PLEASE NOTE: This meeting will utilize the Zoom Breakout Rooms feature. After registering for the event, you will receive a Zoom Link from MemberExperience@beyondcepa.com.  Please ensure you save this to your calendar to access the meeting.  If you do not receive a confirmation e-mail within 15 minutes, please look in your Spam and Clutter mailboxes.

 

Learning Objectives:

  1. Clarify why equity markets reacted like they did after election day
  2. Clarify how taxes may be affected under a new administration if house and senate are split.
  3. Pandemic Update  – COVID’s impact upon the economy

 

About the Presenter:

Learn from industry expert Ed Gonzalez, Investment Specialist, Senior Vice President, Capital Group Private Client Services.

Meet the Presenter

 

Thank You to Our Sponsors:

Esther Hopkins
Heritage
Singer Lewak LACG Morton Capital

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIConejoValley.org.

About the Presenter


Ed Gonzalez

Ed Gonzalez

Investment Specialist, Senior Vice President, Capital Group Private Client Services

Meet Ed Gonzalez.

Ed Gonzalez is a portfolio specialist at Capital Group Private Client Services, acting as a liaison between the portfolio managers and Private Wealth Advisors within the firm. He has 15 years of investment experience. Prior to joining our organization in 2019, Ed was a senior vice president and senior investment strategist at Wells Fargo Private Bank; before that he was an infantry officer in the United States Marine Corps.

Ed earned an MBA from UCLA’s Anderson School of Management and holds the Chartered Financial Analyst® designation. He is based in our Los Angeles office.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA credit (pending approval)

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).