Annual Outlook Webinar 2026: Planning & Investing Outlook

Watch: Planning & Investing Outlook Webinar

The year ahead will bring change in tax rules, markets, and planning considerations.

Watch now to learn:

• Planning priorities for the year
• Upcoming tax changes from the One Big Beautiful Bill Act
• Managing portfolio concentration
• Market opportunities and risks

Speakers:

• Christopher Petrosino, CFA®, Managing Director, Investment Policy Group, Manning & Napier
• Cathy Pereira, CFP®, CDFA®, Senior Financial Consultant, Manning & Napier
• Dana Vosburgh, CFP®, Managing Director, Advisory Services, Manning & Napier

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.