Member Meeting

Money Talk

3:00 PM

Virtual via Zoom

About This Meeting

An Exclusive Virtual Event for DEC Members Only

Join DEC Members as we talk about an important topic to all – Your Money.

Our guest speaker, Michael Hans, will share megatrends he is watching, asset classes he favors and a money/tax saving strategy.



Featured Guest Speaker

Michael Hans Chief Investment Officer Clarfeld | Citizens Private WealthMichael Hans
Chief Investment Officer
Clarfeld | Citizens Private Wealth

Michael serves as the Director of Investment Services and Chief Investment Officer at Clarfeld | Citizens Private Wealth, leading the firm’s entire investment practice including governance, strategy and enhancing the overall client investment experience. More specifically, Michael directs the macro-economic and tactical asset allocation strategy, researching and evaluating managers for inclusion on the firm’s investment platform. He Chairs both the Clarfeld Investment Policy Committee and The Trust Investment Policy and Strategy Committee.

Michael regularly provides his insights and perspectives on the trends and developments impacting the markets, economy, asset allocation and the wealth management industry to broadcast and national media outlets. He has appeared on Bloomberg TV, CNBC and Yahoo! Finance and frequently speaks to Bloomberg News, CNN Business, CNBC.com, Reuters, the Wall Street Journal and other leading publications.

Meeting Agenda

3:00 p.m. Discussion

3:30 p.m. Adjourn

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