The John and Mable Ringling Museum of Art is pleased to offer a series of seminars, curator talks, and panel presentations focused on providing The Ringling community with valuable resources related to charitable giving, topics in philanthropy, and estate planning as well as their impact on arts and culture.
Charitable Giving & Market Volatility: How Can You Best Plan for the Future?
Thursday, February 23 | 10:30 AM | Chao Lecture Hall
Presented by Paul Allen, CFP®, MS founder and president of Wealth Strategies Partners, a Sarasota-based boutique total wealth management practice that works with entrepreneurs, high-net-worth individuals, and businesses.
Even with the best financial planning and forecasting, no one could have predicted the economic ups and downs of the past few years. As the economy comes back from the pandemic, investors and donors are faced with rising costs associated with inflation, a looming threat of recession, and a stock market downturn. In this entertaining and engaging presentation, you will learn about:
• Why inflation is so high and when it may normalize.
• Why Marty Zweig in 1970 said, “Don’t fight the Fed” and why it is still relevant today.
• How Nathan Rothschild became the wealthiest man in the world while the Battle of Waterloo raged and how the Wizard of OZ was written as a lesson about recessions, inflation, and deflation.
• How the tools available for charitable giving can be designed to benefit both you and The Ringling • Why I am so optimistic about the future!
With over three decades of industry experience as a financial executive, Paul founded Wealth Strategies Partners in 2014 to provide comprehensive, white glove financial planning services to retirees, entrepreneurs, business owners and executives. He and his experienced teamwork with clients on an individual basis to create customized, strategic, financial plans that are tailored to their unique needs.