Join us for the first meeting of the year and hear from an expert about what to expect for the economy in 2022.
The global pandemic and the unprecedented response to it has resulted in several imbalances looming across the economy and the financial markets.
Mike Filing, UMB Bank, will highlight the major themes, concerns and implications for the economy. There is often a correlation between gift planning opportunities and the conditions of inflation, interest rates, and market performance.
We’ll explore how these imbalances could impact future economic growth and discuss solutions to keep the economy in balance, or what we call the Great Balancing Act.
7:45 AM – Log on and Social Time
7:55 AM – Annual MACGP Meeting
8:15 AM – Program
Our Presenter: Michael Filing, CFP, ChFC, CLU
Mike joined UMB in 2013. As Associate Director of Portfolio Management, Mike is responsible for implementation of all aspects of UMB’s investment strategy, including portfolio construction, asset allocation, security selection and mutual fund analysis for high net worth individuals and families. In addition, he manages a team of UMB Portfolio Managers and account administrators, providing coaching and mentorship to these client-facing associates. He participates in the Asset Management Investment Committee, Asset Allocation Committee, Portfolio Strategies group, and various oversight committees within UMB’s investment division. Mike has over 20 years of experience in investment analysis and management for individuals, families, business owners and charitable organizations. Mike is actively involved in the American Lung Association in Kansas City.
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