Economic Outlook, DFW, 2021 – 2022

NORTH TEXAS VIRTUAL CHAPTER EVENT

Economic Outlook, DFW, 2021 - 2022


Find out where you should invest your money and time in the next two years. Will the housing market continue to skyrocket? What about other investments besides Real Estate? What are the next boom industries to look at?

 

Learning Objectives:

  • Understand what’s hot and what’s not in the DFW area this year and the next. Will the housing market suddenly tank? What can we anticipate in the DFW economy for the remainder of 2021 and 2022?

 

About the Presenter:

Hear from guest presenter, Jason McClanahan, Private Client Advisor, Senior Vice President, Bank of America Private Bank.

Meet the Presenter

 

Thank you to our Sponsors:

Edward Jones LogoMobius

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.EPIDallas.org.

About the Presenter


Jason McClanahan

Jason McClanahan

Private Client Advisor, Senior Vice President, Bank of America Private Bank

Meet Jason McClanahan.

Since 2004, Jason has helped wealthy individuals and families address their financial concerns and develop sound strategies to meet their financial needs and goals. He believes in a team approach and works alongside a team of specialists that listen and focus on meeting the needs of wealthy families, single and multi-family offices, financial sponsors, and closely head businesses. Throughout his career, clients have relied on Jason and his team to deliver an exceptional and personal client experience.

Through Bank of America Private Bank, Jason provides comprehensive strategies on custom credit, commercial real estate lending, wealth management, trust and estate planning, capital markets execution, and banking treasury management services. investment management, private banking, trust, estate, credit, and other integrated wealth management services.

An area of focus for his team is to provide comprehensive wealth plans to help accomplish our clients’ goals. Jason works closely with Bank of America and Merrill partners to give the client the full scope and range of products available.

 

EDUCATION

Southern Methodist University – Cox School of Business, Bachelor’s Degree, 1998 – 2002

 

CERTIFICATIONS

Certified Financial Planner, CFP Board of Standards, July 2008