Loading Events

« All Events

  • This event has passed.

2024 Financial Market Outlook – What It Means to You

January 11 @ 2:00 pm

Please join us for 2024 Financial Market Outlook – What It Means to You on Thursday, January 11th at 2 p.m. at Lunt Auditorium (74 Lunt Road, Falmouth, ME 04105).

Tony Alaimo and Zach Smolkin of Spinnaker Trust will discuss the highs and lows of the 2023 financial markets, share an outlook for 2024, and offer insights into what kind of impact the market movements might make on everyday money matters. They’ll review recent tax policy changes and potential implications for estate and financial planning. Tony and Zach will give a brief presentation and leave plenty of time for questions and discussion.

Portland-based Spinnaker Trust is a Maine bank chartered as a non-depository trust company that manages over $2.5 billion for a global clientele. Spinnaker provides a wide range of financial services, including investment management, trust and estate planning, tax services, and ESOP trustee services.


Presenters:

Tony Alaimo, CFA, Vice President, Senior Research Analyst

Tony is a CFA with nearly 20 years of experience in global investment management, including asset allocation, stock selection, and portfolio analysis, as well as trading and financial modeling analysis. Tony has a passion for learning and digging deeper to understand how things work and simplifying complex concepts into digestible, actionable, market insights.

Tony, a Maine native, has been with Spinnaker Trust since 2021. He lives in Saco with his family.

Zach Smolkin, Esq., Vice President, Chief Trust Officer

Zach works closely with clients on estate planning, business succession planning, and estate administration, and has extensive experience working with families on Medicaid matters and special needs trusts. In addition to helping clients navigate the complexities of trust administration, as Spinnaker’s Chief Trust Officer, he oversees Spinnaker’s team of Trust Officers, and collaborates with the tax group and client service teams to assess risk and ensure the proper administration of trusts.

Zach joined Spinnaker Trust in 2023, from the Boston law firm of Maselan & Jones, P.C. Zach lives in Lowell, Massachusetts, with his family.


This program is free and open to the public. Registration is required. To register, fill out the form below and click “Submit”. You may also call the Front Desk at (207) 781-4460. 

Masks are optional for those who are vaccinated.


Details

Date:
January 11
Time:
2:00 pm

Venue

Lunt Auditorium at OceanView
74 Lunt Road
Falmouth, ME 04105 United States
+ Google Map
Phone
207-781-4460

Details

Date:
January 11
Time:
2:00 pm

Venue

Lunt Auditorium at OceanView
74 Lunt Road
Falmouth, ME 04105 United States
+ Google Map
Phone
207-781-4460