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Wealth planning for the year ahead

Tune out the noise

Double exposure image of stock market investment graph and city skyline scene.

This conversation explores how rising interest rates, inflation and volatility are impacting the economy, what a divided government means for tax legislation and why it’s important to engage family in legacy planning. We’ll also leave you with actionable strategies for investors to consider in 2023. 


Hosted by:

Jennifer Galvagna headshot

Jennifer Galvagna
Head of Trust, Estate & Tax Solutions
Bank of America Private Bank



Katie Carlson headshot

Katie Carlson
Head of Wealth Strategy
Bank of America Private Bank

Mitch Drossman headshot

Mitch Drossman
Head of National Wealth Strategies
Chief Investment Office
Merrill and Bank of America Private Bank

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