Overview

Join Cherry Bekaert and Choreo Advisors for a timely discussion on the implications of the recent midterm election and key developments shaping the year ahead. 

Our panel will explore the potential impact of election outcomes on business planning, investment strategies, and the broader economic landscape, along with considerations for navigating an evolving policy environment. 

Enjoy breakfast, connect with fellow attendees, and gain insights to help inform your planning for 2027. We hope to see you there! 

Presented By

Agenda

December 1, 2026

8:30 – 9:00 A.M. | Breakfast and Networking

9:00 – 10:30 A.M. | Panel Discussion and Q&A

For More Information

For more information, please contact Maddie Robbins.

Featured Speakers

Rick Woods
Partner, Tax Services

Kaitlyn Gilligan
Senior Manager, Tax

David Winslow
Managing Director, Wealth Management

Clint Costa
Managing Director, Advanced Planning