JOIN US
Wednesday, June 24, 2026
2:00 PM - 2:45 PM ET
11:00 AM - 11:45 AM PT

Market uncertainty can create opportunities for proactive planning.
Join BNY Wealth experts for a discussion on strategies they are currently discussing with clients on navigating volatility, including tax-loss harvesting, wealth transfer and estate planning techniques, GRATs and Roth conversions.
Panelists include:
• Alvina Lo, Head of Advice, Planning and Fiduciary Services
• Adam Innerst, Senior Wealth Strategist
• Karen Sugihara, Regional Fiduciary Manager
Should you have any questions, please contact the BNY Wealth events team at [email protected].
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