Our featured Speaker at the 43rd Annual Carter Investment Conference is Jeff Bush. Jeff is a dynamic and insightful speaker and author known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for business owners, executives, and high-net-worth investors.
In his Washington Update, Jeff Bush will deliver a nonpartisan, comprehensive review of the midterm elections and their potential effects on taxes and investing. His presentation includes a detailed analysis of specific political races, possible policy proposals including tax changes, and the likelihood of each passing.
He will also focus on insights to help us take advantage of, or protect against, some of these proposed changes.
Jeff frequently appears on CNBC’s Nightly Business Report and POTUS Sirius/XM Radio, and he’s featured in various industry publications, including Investment News.
While Jeff is best known as a keynote speaker, he has shared the stage with many notables, including prior Chairman and Vice Chairman of the Federal Reserve, Ben Bernanke and Stanley Fischer, Ron Insana, a reporter for Market Score Board and former Senior CNBC Analyst, Consuelo Mack, host of Wealth Track, Jeffrey Applegate, CIO for Morgan Stanley, Robert Reynolds President and CEO of Putnam Investments, and John Theil, former Vice Chairman of Global Wealth Management at Bank of America.
Jeff is a 30+ year veteran of the financial industry. By the end of his career on Wall Street, he was managing a $50+ billion sales organization. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial.
He holds a bachelor’s degree in Business Administration/Management with an emphasis in Accounting, computers, and philosophy from William Jewell College.
If you haven’t already done so, click here to register for this exclusive, informative event!
Becky has been a CFP® professional for over 30 years and has focused her career on helping companies build successful, customer-focused businesses. She has special expertise in financial planning, insurance and mortgage strategies for the retirement marketplace.
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