Webinar

Hot Topic Webinar: Annual Economic Update

Wednesday, January 29, 2025 from 12 to 1 PM CT.

Ready to dive into the key economic and market themes as we head into the new year?

Join us online on Wednesday, January 29, for a comprehensive review of 2024’s economic highlights and a forward look at what may be ahead in 2025. This webinar will go beyond our standard quarterly update, providing an in-depth analysis to help inform your financial decisions for the coming year.

Topics we’ll cover include:

How market concentration and inflation shaped 2024 performance
Trends in equities and fixed income as we enter 2025
Key risks to watch, including reinflation and global volatility
Strategies to build portfolio resilience amid market uncertainties
Potential opportunities in small caps, emerging markets, and alternative investments

Presenters:

Jon T. Meyer, CFP®

Principal, President, BGM Wealth Management Group

Chad Halbur
President and Shareholder, Cornerstone Private Asset Trust Company

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“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

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