2021 Fall Conference: An Evening Event with Rob Lutts and the Cabot Team

Please join us for our 32nd Annual Wealth Management Conference, a live virtual event. The Cabot Team will share insights on Wealth and Investment Management that can help you find long-term investing solutions for today's new normal and the challenges of tomorrow.

To join our event, please register using the link below: 
https://www.ecabot.com/events/an-evening-with-rob-lutts-and-the-cabot-team

Agenda:

• Welcome Remarks (Jim Gasparello)
• Wealth Management
  • Tax Planning with a Changing Tax Code (Tom Vautin)
  • Top Three Financial Planning Mistakes (Alex Castrichini)
• Investment Management
  • Magic of Productivity/New Paradigm (Rob Lutts)
  • Four Foundations of Safety in Stock Selection (Craig Goryl)
  • Fixed Income Toolbox (Pat Creahan)
• Closing Remarks
  • Interest Rates, Bull Markets, Modern Monetary Theory, and The Emperor's "New" Clothes (Rob Lutts)