As 2026 comes to a close, advisors and their clients face important decisions shaped by the economy, markets, interest rates, inflation, and policy uncertainty. This economic update will translate current conditions into practical planning context, helping advisors identify timely client conversation points, year-end planning considerations, and potential portfolio or wealth strategy implications. Attendees will leave with a clearer view of the forces likely to shape 2027 and actionable insights to support more informed client guidance before year-end.

Beyond the economic outlook, this gathering is an opportunity to connect with the broader Tampa Bay Estate Planning Council community. Estate planning works best when attorneys, CPAs, trust officers, financial advisors, insurance professionals, valuation experts, philanthropic advisors, and allied professionals understand one another’s perspectives. Join colleagues across disciplines for timely insight, meaningful conversation, and the kind of professional connection that strengthens both client outcomes and the Council community.

Agenda
5:15 PM - Professional Networking with Appetizers and Beverages
6:00 PM - Program Begins
7:10 PM - Program Concludes

Cost
This events is FREE for Tampa Bay Estate Planning Council members. $45 for non-members.

Registration Information
Please register by 5 PM on November 13th.  To let us know that you will be attending, please use one of the RSVP options on the right.