View our 2020 economic updates including a written piece as well as our quarterly webinar with investment commentary from David L. Donabedian, CFA, CIBC Private Wealth Chief Investment Officer, William T. Norris, CIBC Bank USA Chief Investment Officer, and Timothy S. Musial, CFA, Fixed Income Portfolio Manager.
The webinar also includes a special segment on building flexibility into lifetime gift planning under the current transfer tax landscape from CIBC Private Wealth’s Beth M. Mayfield, Senior Wealth Strategist and Theresa M.H. Marx, Senior Wealth Strategist.
Recorded January 9, 2019.
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