Duration: 60 minutes
Interest rate shifts, tax policy changes, and evolving regulations are reshaping the financial landscape in 2025, with new legislative priorities affecting markets, investments, and personal wealth strategies. As policymakers navigate economic uncertainty, investors must stay ahead of the potential impact on portfolios, retirement planning, and long-term financial goals. This is a must-attend event for anyone looking to gain the insights that could make all the difference for your financial future.
Councilor, Buchanan & Mitchell’s wealth management subsidiary, May Barnhard Investments (MBI) is thrilled to welcome Michael Townsend, Managing Director of Legislative and Regulatory Affairs at Charles Schwab, to our Quarterly Market Update as he unpacks the latest policy developments and their critical financial implications. Facilitated by MBI’s Greg Estes, this exclusive webinar will provide expert analysis on key policy issues from Capitol Hill and regulatory proposals that could affect both businesses and individuals.
Power your financial future with knowledge – register today!
Why Attend?
- Timely Insights: Stay ahead of policy shifts that impact your financial future.
- Political Financial Analysis: Hear directly from Michael Townsend, political analyst for Charles Schwab with 30-years of Washington experience.
- Actionable Takeaways: Learn strategies to adapt and thrive in a changing market.
Speakers
Managing Director, Legislative and Regulatory Affairs
Charles Schwab & Co., Inc.
Michael is Schwab’s Washington-based political analyst. With more than 30 years of Washington experience, he analyzes legislative, regulatory, and political developments to determine how they would affect individual investors, retirement plan participants, and investment advisers. Michael is the host of Schwab’s WashingtonWise podcast, which explores the intersection between policy, politics, the markets, and the economy. He is a featured speaker at dozens of employee, client, adviser, and industry events each year, where he discusses the impact of the political and policy environment in Washington on investors and the capital markets.
Director of Financial Planning and Wealth Management | CIO
May Barnhard Investments LLC
Gregory M, Estes, CFA is the Director and Chief Investment Officer at MBI. He is a Chartered Financial Analyst® (CFA®), one of the industry’s highest distinctions in the investment management profession. Greg has nearly 30 years of building successful client relationships, managing portfolios, developing client investment strategies, performing equity research and leading compliance-based risk management strategies. He is responsible for overseeing the wealth management goals of MBI’s high net worth clients by speaking regularly with individuals and families to cultivate relationships and by providing customized research, analysis and informed guidance aligned with their unique preferences. His background includes developing new client relationships, presenting client investment reviews and providing advice to clients on investment policy compliance, performance and capital market outlooks.