6 Meridian Investor Summit 2023 Recap

It was wonderful to see so many of you at this year’s Investor Summit. We hope you walked away with valuable information to apply to your own financial life. If the presentations generated questions or you would like to explore a specific topic in more depth, please reach out to your team of advisors.

Below we have included either a video recording or PDF version of the presentations.

Thank you for supporting our events!

Margaret Dechant, CFP®

CEO | 6 Meridian

Firm & Industry Update

Bill Delahunty, CFA®

Portfolio Manager | Eaton Vance & Calvert Municipal Funds & Morgan Stanley

State of the Municipal Bond Market

Presentation PDF

James A. Bergeron, J.D.

Advisor Education Consultant and US Policy Expert | Nuveen

Tax Times Have Changed: Strategies for Today’s Tax and Economic Landscape

Presentation PDF

Stephanie Link

Chief Investment Strategist & Portfolio Manager | Hightower Advisors

Investment Ideas & Market Trends

Katie Cullen, CFP®

Head of Practice Consulting | Blackrock

When Your Health and Your Money Intersect

Presentation PDF

Safeguard Your Financial Plans Handout

Decide Where To Live in Retirement Handout

Andrew Mies, CFA®with Josh Buffolino and Jason Mayers, CFA®

Investment Management Team | 6 Meridian

Stump the Experts

6 Meridian is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is neither indicative nor a guarantee of future results. The investment opportunities referenced herein may not be suitable for all investors. All data or other information referenced herein is from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other data or information contained in this presentation is provided as general market commentary and does not constitute investment advice. 6 Meridian and Hightower Advisors, LLC or any of its affiliates make no representations or warranties express or implied as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. 6 Meridian and Hightower Advisors, LLC assume no liability for any action made or taken in reliance on or relating in any way to this information. The information is provided as of the date referenced in the document. Such data and other information are subject to change without notice. This document was created for informational purposes only; the opinions expressed herein are solely those of the author(s) and do not represent those of Hightower Advisors, LLC, or any of its affiliates.