January 20, 2021 | eFocus @ Legacy

Legacy’s investment team convened as a panel to discuss common concerns held by clients, answer questions, and provide an overview of three different sectors: the economy, the market, and politics. Play the video below to view the presentation.

If you are a Legacy client and have questions or concerns, please do not hesitate to contact your Legacy advisor. If you are not a Legacy client and are interested in learning more about our approach to personalized wealth management, please contact us at 920.967.5020 or info@lptrust.com.

To view in fullscreen mode, click the “Fullscreen” button on the upper right corner of the video. 

Featured Speakers

Hosts

Candy Thurs
Candy Thurs
Vice President

Brenton Teeling
Brenton Teeling
Vice President of Client Services and Administration

Investment Team

Nick Carver
Nick Carver
Director of Investment Services

Greg Hansen
Greg Hansen
Senior Portfolio Manager

PJ Schaefer
Peter Schaefer
Portfolio Manager

This information has been prepared by Legacy Private Trust Company for informational purposes. Any opinions expressed herein represent our current analysis and judgment and are subject to change. Actual results, performance, or events may differ based on changing circumstances. No statements contained herein should substitute for professional legal, tax, or other specialized advice.