2018 Annual Conference

TC Wealth Partners recently held its annual conference where speakers discussed investing in a rapidly changing world and asked the thought-provoking question, “Are you ready for what the next 25 years have in store?

We’ve captured the conference presentation in a series of short video segments. Speakers include President and CIO J. Reed Murphy, Strategic Operations Director Ferian Nickelson, Retirement Plan Services Director Mike McMorris, and Trust Services Director Shannon Stevens. Be sure to reach out to us with questions or comments.

 
Highlights from the 2018 Annual Conference

President and CIO J. Reed Murphy
Keynote Part 1:  “History & Negative Ramifications of Innovation

President and CIO J. Reed Murphy
Keynote Part 2:  “Futuristic View of Innovation, Debt, Deficits & Demographics

President and CIO J. Reed Murphy
Keynote Part 3:  “2018 Predictions & Portfolio Construction Concepts

Trust and Estates Director Shannon Stevens on
The Changing Nature of Assets

Trust and Estates Director Shannon Stevens on
The $30 Trillion Wealth Transfer that Is Underway

Retirement Plan Services Director Michael McMorris on
Increased Regulatory Scrutiny for Employers

Retirement Plan Services Director Michael McMorris on
Financial Stress Among Today's Employees

Strategic Operations Director Ferian Nickelson on
The Changing World of Financial Services

Strategic Operations Director Ferian Nickelson on
Preserving the Human Connection

2018 Conference Q&A with President and CIO J. Reed Murphy on
The Economy and Current Political Climate

 
25 Years