Beyond the Forecast: Positioning Your Wealth for What’s Ahead

In today’s economic environment, preparation is more important than prediction. Join First Western Trust for a focused discussion designed to help Arizona families, business owners, and executives navigate uncertainty with clarity and confidence.

This event will feature insights from:

• David Stern, Director of Investment Research
• Clare Ceplecha, Director of Fiduciary Services
• Madilyn Brown, Relationship Management Associate II, Insurance Services

Together, our leadership team will provide a comprehensive view of the current economic landscape and outline practical strategies for strengthening your financial position through:

• Thoughtful trust and estate planning
• Tax-aware investment strategy
• Insurance-based risk management solutions
• Long-term wealth preservation techniques

This conversation is designed to move beyond headlines and market noise, focusing instead on integrated strategies that align with your broader wealth journey.

Ahead of the discussion, guests are invited to join us for a private cocktail hour at the Scottsdale Center For The Performing Arts, featuring curated beverages and light bites. This setting provides an opportunity to connect with peers and First Western Trust leaders in an intimate and engaging environment.

We look forward to welcoming you for an evening of insight, strategy, and meaningful conversation.