Webinar Topics Include:
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 Objectives: Understand the impact of currency movements, interest rates, and international market dynamics on asset performance. Analyze historical parallels between the internet and AI booms to inform future investment strategies.
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 Objectives: Illustrating the value of comprehensive investment management, tax, and estate planning guidance.
CPE Information (3 CPE credits available):
Delivery Method: Group Internet-Based (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.