Anticipating Potential Tax Law Changes – Presented by J.P. Morgan

Potential tax law changes are on the table and may impact your portfolio and wealth available for your family. Please join David Frame, CEO of the U.S. Private Bank, as he leads a discussion with Jordan Sprechman, Head of U.S. Wealth Advisory, Carrie Galloway, Head of Advice Lab, and Liz Herman, JPMorgan Chase Federal Government Relations. Together, they will share what they’re hearing from Washington, the top five focus areas that may impact you most significantly, as well as actions you may want to consider taking in the coming months.

FEATURED SPEAKERS:

Jordan Sprechman
Head of U.S. Wealth Advisory
J.P. Morgan Private Bank

Liz Herman
Executive Director,
Federal Government Relations
JPMorgan Chase & Co.

Carrie Galloway
Head of Advice Lab
J.P. Morgan Private Bank

MODERATED BY:

David Frame
Chief Executive Officer
J.P. Morgan U.S. Private Bank

OPENING REMARKS:

William Sinclair
Head of Financial Institutions Group
J.P. Morgan Private Bank