Economic and Market Roundtable (February 2021) - A Panel Discussion - Confidence Wealth Management

Important topics we’ll discuss:

With the new administration, there has been talks of new tax rates. What are they and will it happen?
How will the country’s deficit affect our economic future?
How is Bitcoin as an investment?
How will the vaccine impact the economy?
When will the economy recover?
Will retroactive tax increases happen?
How do we counteract risks to build a solid plan?
What is our criteria for institutional money managers?
And much more

ROUNDTABLE PANEL MEMBERS

Rem Oculee

Rem Oculee
Founder and
Chief Executive Officer

Crystal Oculee

Crystal Oculee
Chief Financial Strategist
Certified Tax Specialist®
Certified Income Specialist®
National Social Security Advisor®
Certified Estate and Trust Specialist®
Certified Annuity Specialist®
Certified Fund Specialist®

Chris Krug

Chris Krug
Portfolio Analyst
Chartered Financial Analyst®

James Egerstrom

James Egerstrom
Lead Case Design
Certified Financial Planner®
Master of Business Administration

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