The 2025 Wealth Playbook: Investment, Tax, and Wealth Strategies
Friday, February 21
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11:00 am MT
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Virtually on Zoom
Discussion Topics
Begin the year with confidence and clarity at an intimate gathering focused on meaningful conversation.
- Market Outlook and Investment Strategies for the Year Ahead
Gain insights into the economic trends and market forecasts shaping 2025. We’ll discuss tailored investment strategies that balance growth and risk, as well as opportunities for optimizing your portfolio. Bring your questions on asset allocation, sector trends, and market scenarios to our trusted advisors. - Tax Optimization Strategies Post-Year-End
Explore tax strategies that make an impact—even at the start of a new year. We’ll cover approaches like asset location, charitable giving, and tax-loss harvesting, as well as how trusts and other vehicles can support your tax planning goals. - Maximizing Legacy Planning and Wealth Transfer
Plan for tomorrow, today. Learn how effective legacy planning preserves your values and protects your wealth for future generations. Topics include trusts, family governance, and philanthropic giving, with real-life examples to show the benefits of proactive planning.
- Risk Management: Preserving Wealth Through Life’s Transitions
Life’s transitions bring change—and opportunity. We’ll explore how risk management strategies, including insurance, asset protection, and contingency planning, can help safeguard your wealth through uncertain times. - Philanthropic Giving as Part of Wealth Strategy
Discover how to make philanthropy a meaningful part of your financial strategy. Learn about donor-advised funds, private foundations, and other giving options that allow you to make an impact while maximizing tax benefits. - Assessing and Adjusting Risk Tolerance in an Evolving Market
Markets change, and so can your comfort with risk. Join us to understand how evaluating risk tolerance affects portfolio adjustments and long-term goals. Bring your questions and share your experiences for an interactive discussion.
Register for the virtual event
Join us virtually where you’ll have the opportunity to engage with our trusted advisors, ask questions, and discuss strategies for navigating your year ahead.
Begin the year with confidence and clarity by hearing from our subject matter specialists David Stern, Catherine Runge, and Mary Alred at an intimate gathering focused on meaningful conversation.
David Stern, Director of Investment Research
David Stern has been instrumental at First Western Trust for over 17 and 1/2 years, overseeing investment strategy and research. He plays a pivotal role in shaping the firm’s financial direction, conducting in-depth analysis across various asset classes to inform strategic decisions and optimize portfolio performance.
Catherine Runge, Director of Insurance Services
Catherine Runge manages the insurance group at First Western, overseeing daily operations, financial performance, strategy, and new client development. Joining First Western in 2005, she has over twenty years of experience in insurance planning and financial services in the affluent market. Prior to joining First Western, she held roles managing underwriting and client service functions in multiple firms, including Financial Designs, Ltd., Great West Life & Annuity, and Oppenheimer Funds.
Mary Alred, Senior Fiduciary Officer
Mary has been employed at First Western since September 2023. As the senior fiduciary officer, she provides direction and assistance to the trust team, oversees administration of trust relationships, analyzes complex estate plan and tax issues. Prior to FW, she was employed at JPMorgan for over 20 years as an executive director in the estate settlement group and was engaged in private practice as an estate planning attorney in Chicago.
1. Personal and Commercial banking services offered through First Western Trust Bank, Member FDIC.
2. Wealth Management and Investment Services are Not a deposit, Not guaranteed by the Bank, May Lose Value.
3. First Western Trust Bank cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.
Begin the year with confidence and clarity by hearing from our subject matter specialists David Stern, Catherine Runge, and Mary Alred at an intimate gathering focused on meaningful conversation.
David Stern, Director of Investment Research
David Stern has been instrumental at First Western Trust for over 17 and 1/2 years, overseeing investment strategy and research. He plays a pivotal role in shaping the firm’s financial direction, conducting in-depth analysis across various asset classes to inform strategic decisions and optimize portfolio performance.
Catherine Runge, Director of Insurance Services
Catherine Runge manages the insurance group at First Western, overseeing daily operations, financial performance, strategy, and new client development. Joining First Western in 2005, she has over twenty years of experience in insurance planning and financial services in the affluent market. Prior to joining First Western, she held roles managing underwriting and client service functions in multiple firms, including Financial Designs, Ltd., Great West Life & Annuity, and Oppenheimer Funds.
Mary Alred, Senior Fiduciary Officer
Mary has been employed at First Western since September 2023. As the senior fiduciary officer, she provides direction and assistance to the trust team, oversees administration of trust relationships, analyzes complex estate plan and tax issues. Prior to FW, she was employed at JPMorgan for over 20 years as an executive director in the estate settlement group and was engaged in private practice as an estate planning attorney in Chicago.
1. Personal and Commercial banking services offered through First Western Trust Bank, Member FDIC.
2. Wealth Management and Investment Services are Not a deposit, Not guaranteed by the Bank, May Lose Value.
3. First Western Trust Bank cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.