Virtual Year-End Planning Seminar 2021 Recording Access

During this seminar, we provided crucial information and discussions that will allow you to take control of your future and move forward with confidence. Gray, Gray & Gray Partners, Kelly BerardiDerek Rawls, and Brad Carlson presented a Tax Update, discussing the impact of proposed tax changes. A panel of thought leaders also covered a range of additional topics including newly emergent business opportunities, implications of the new economy on personal wealth, the red-hot M&A market, the new imperative for strategic thinking, and more. Panelists included:

  • Derrick Rebello– Partner, Gray, Gray & Gray
  • Bryan Pearce– Director of Strategic Business Planning, Gray, Gray & Gray
  • Dan Romano– Chief Executive Officer & Chief Compliance Officer, Gray Private Wealth
  • Harry Hanson– Partner, Feinberg Hanson
  • Paul Gabriel– Chief Executive Officer & Co-Founder, Environmental Partners

Personal wealth services are provided by Gray Private Wealth.

As we strive to continue improving our seminars, we invite you to please share your feedback with us by participating in a brief online survey here.

Please complete the brief form below to access the Virtual Year-End Planning Seminar 2021 recording.

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