Live Webinar for Individuals & Families

2025 Planning and Investing Outlook 

Thursday, January 23rd

12:00 PM ET

 

Speakers

chris-petrosino-headshot-blue-outline

Christopher Petrosino, CFA®

Managing Director, Investment Policy Group

susan-pilon-headshot-blue-outline

Susan Pilon, CFP®

Senior Financial Consultant

dana-vosburgh-headshot-blue-outline

Dana Vosburgh, CFP®

Managing Director, Advisory Services

Register now

Webinar Overview

The S&P 500 delivered over 20% in returns for the second consecutive year, the Federal Reserve started cutting rates, the Tax Cuts and Jobs Act may or may not sunset—what comes next?

As uncertainty abounds, our team is sharing our outlook and analysis of the evolving economic environment, how we expect markets to react alongside opportunities we’re finding, and why your financial plan will take center stage to keep you focused on your goals.

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You can still register and we'll send you the recording once it's available.

We'll cover...

blue-checkmark The potential impacts of the new administration
blue-checkmark Why diversification matters and market opportunities we’re seeing
blue-checkmark The importance of reviewing your financial plan and strategies to keep you on track for growing and sharing your wealth

Who we are

Our team has been helping clients reach lifelong goals for 50 years. We provide comprehensive wealth management solutions that fully integrate investments, advisory, and financial planning for people and organizations just like you.

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We can help

Financial planning can be overwhelming. We can help. Take the first step by requesting a complimentary consultation with a member of our team. We'll discuss your goals, strategies to reach them, and develop a financial plan that's just right for you.

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CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

The S&P 500 Index is an unmanaged, capitalization-weighted measure comprised of 500 leading U.S. companies to gauge U.S. large cap equities. Index data provided by Bloomberg. Index data referenced herein is the property of S&P Dow Jones Indices LLC, a division of S&P Global Inc., its affiliates (“S&P”) and/or its third party suppliers and has been licensed for use by Manning & Napier. S&P and its third party suppliers accept no liability in connection with its use. Data provided is not a representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and none of these parties shall have any liability for any errors, omissions, or interruptions of any index or the data included therein. For additional disclosure information, please see: https://go.manning-napier.com/benchmark-provisions.