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Lunch & Learn Webcast: Champagne or Vinegar? A Look at What the New Year May Bring to the Economy

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Online/Webcast

2.00 Credits

Member Price $50.00

Non-Member Price $90.00

Overview

COURSE DESCRIPTION

By the time this course rolls around, 2024 will almost be in the history books and voters will have had their say in November. This course will look back at what we learned during the year and what it might mean for the economy and markets as we move forward, including:

  • What can we expect from policy out of DC (and other world capitals)?
  • What about the Great Fiscal Cliff of 2025 as major provisions of the Tax Cuts and Jobs Act are set to expire impacting both households and businesses?
  • ...and the expiration of significant COVID-era healthcare subsidies?
  • Oh, and the small matter of the debt ceiling coming back into effect?
  • What about “traditional” economic drivers like labor, inflation, trade, etc.?

This lunchtime, 2-hour program gives you time to take care of business before and after the presentation. And it all happens live — giving you the chance to ask presenters the questions you need answered.

NOTE: This product is for the Webcast Lunch&Learn.

Single or Bundle – Choice Is Yours
Purchase this program at the low individual member price of $50 or Bundle the 8-program series (16 CPE credits) at an exclusive Members-Only price of $350! Select from the In-Person Bundle (lunch incuded) or Webcast Bundle.

2024 Lunch&Learn Small Business Series includes:

May 17
Healthcare Checkup: Examining Changes and Trends
Michael R. Bertaut, MBA, CHC, PAHM • Healthcare Economist/Exchange Coordinator
Blue Cross Blue Shield of Louisiana    
Category: Specialized Knowledge  

June 18
LA Tax Credits & Incentives
Brenda C. Guess • Assistant Secretary
Louisiana Economic Development 
Category: Taxation  

July 16
Hot Topics in Labor/Employment Law
E. Fredrick Preis, Jr. • Partner
Breazeale, Sachse & Wilson, LLP 
Category: Management  

August 20
SECURE Act 2.0 and Its Impact on Retirement Plans
Anne Oestriecher, CPA, CFP • Advisory Representative
Oestriecher Financial Management Services
Category: Taxation  

September 17
IT Tips to Boost Your Productivity
Les Nettleton • IT Consultant
Category: Specialized Knowledge  

October 22
LA State & Local Tax Update: Developments, Legislation, Nexus, and Other Hot Issues 
Robert S. Angelico, CPA • Shareholder
Liskow 
Category: Taxation  

November 20
Navigating the Sunsets: Shining a Light on TCJA's Expiring Provisions 
Vanessa Brown Claiborne, CPA • President & CEO  Chaffe & Associates, Inc
Christine K. Brox, CPA • Partner • Kushner LaGraize, LLC 
Category: Taxation  

December 18
Champagne or Vinegar? A Look at What the New Year May Bring to the Economy 
Stephen D. Morgan • Senior Vice President, Investment Director
Hancock Whitney  
Category: Specialized Knowledge

This event is part of the following bundles:

Leader(s):

Leader Bios

Stephen Morgan, Hancock Whitney Bank

Stephen Morgan
Senior Vice President, Investment Director
Hancock Whitney Bank
New Orleans, LA

Stephen Morgan is an investment director at Hancock Whitney Bank, where he is facilitates a team of investment professionals focused on delivering superior investment strategies and client outcomes.

Stephen has been in the investment industry for over 20 years, joining Hancock Whitney as part of the acquisition of Capital One Asset Management, LLC. Prior to joining Capital One, Stephen worked at Morgan Stanley, efolio.com, Hibernia Bank and Waterhouse Securities.

Stephen has a Bachelor of Mathematics from Carleton College and a Master of Mathematics from the University of Wisconsin.

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Non-Member Price $90.00

Member Price $50.00