Please join us for 2026 Financial Market Outlook – What It Means to You, a presentation from Spinnaker Trust.
When: Tuesday, November 25th at 2:00 p.m.
Where: OceanView’s Lunt Auditorium (74 Lunt Road, Falmouth, ME)
Join Tim Kaijala and Zak Smolkin of Spinnaker Trust as they review the highs and lows of the financial market movements in 2025, share an outlook for 2026, and offer insights into what kind of impact the market might make on everyday money matters. They’ll review recent tax policy changes and potential implications for estate and financial planning. Tim and Zak 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 $3 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. Learn more at spinnakertrust.com.
About the Speakers
Tim Kaijala, CAIA, CSRIC, FDP, Vice President, Deputy Chief Investment Officer
Prior to joining Spinnaker Trust, Tim was Director of Private Markets and a Portfolio Manager at H.M. Payson, where he managed the firm’s private markets platform, oversaw investment due diligence across a variety of asset classes, and led several cross-functional innovation initiatives. Tim loves learning anything and everything about the markets in service to our client’s goals. His previous roles include Director of Investment Research at O’Brien Wealth Partners, Portfolio Manager at Ropes Wealth Advisors, and investment research positions at BrightSphere Investment Group and Fidelity Investments.
Zachary Smolkin, Esq., Senior Vice President, Chief Trust Officer
Zak came to Spinnaker Trust after spending 13 years at the Boston law firm of Maselan & Jones, P.C. where he worked closely with clients on estate planning, business succession planning, and estate administration. Zak also has extensive experience working with families on Medicaid matters and special needs trusts. Zak has always enjoyed working closely with clients to help them achieve their goals and hopes to continue this with Spinnaker Trust.
This event is free and open to the public, but seating is limited. Registration is required.
To register, please fill out all of the required portions in the form below and click “Submit.” If done correctly, you will be taken to a new confirmation web page. You will not receive an automated email response. You may also call the Front Desk at (207) 781-4460 during business hours.
