We are pleased to invite you to participate in our free Continuing Professional Education (CPE) events held throughout the month of December. Our goal is to provide compelling and relevant content that is specific to the business matters most important to you and your organization.
Agenda
When: December 16, 2025 (3 CPE Hours)
1:00 pm – 1:05 pm – Intro and Housekeeping
1:05 pm – 2:20 pm – 2025 Capital Markets: Miami Vice (Peak 80’s) Meets Sand Hill Road (Peak 90s)
2: 20 pm – 2:30 pm – BREAK
2: 30 pm – 3: 45 pm – 2025 Top Client Conversations and Advice
3:45 pm – 4:00 pm – Q&A/Wrap Up/Catch Up Time
Register for this or all webinars
2025 Capital Markets: Miami Vice (Peak 80’s) Meets Sand Hill Road (Peak 90s)
Speaker: Jason Staley
Description: This three-part market commentary explores current global investment trends through November 30, compares the AI boom to the late 1990s internet surge, and outlines key investment themes and expectations for 2026, including infrastructure, international performance and small-cap leadership.
Learning objective: Obtain a general understanding of current status of the Capital and potential tax legislation. Be familiar with high level impacts of the OBBB for 2025 and into the future.
2025 Top Client Conversations and Advice
Speaker: Dave Brinkman
Description: Schneider Downs Wealth Management will discuss the top 5 client conversation themes from 2025 ranging from investment management, taxes, and estate planning. Providing the context to these conversations and our subsequent advice to our clients on the topic.
Learning Objective: Illustrating the value of comprehensive investment management, tax, and estate planning guidance.
Delivery Method: Group Internet (Live) or Self Study (On-demand)
Learning Level: Overview
Prerequisites: None
Advanced Preparation: None
Fields of Study: Specialized Knowledge
Contact (Registering/Technical Issues): Lindsay Sherrill
In order to be awarded CPE credit(s), you must be present for a minimum of 50 minutes after the start of the event and respond to at least 3 polling questions
Schneider Downs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
