Cover Image for Finish Strong: Mastering Your End of Year Playbook
Cover Image for Finish Strong: Mastering Your End of Year Playbook
Private Event

Finish Strong: Mastering Your End of Year Playbook

Hosted by Michelle Kopp & Cindy Lundberg
YouTube
Registration
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About Event

​With economic headlines, market noise, and election season creating uncertainty, finishing the year strong comes down to separating fact from media narrative. Join Verde's leadership team—Host Cindy Lundberg, Chief Visionary Officer Carl Szasz, and Investment Committee President Jack Yarosh—for an exclusive look at what’s really driving the markets, where the economy is headed, and how to position your wealth before year-end.

​Whether you’re evaluating your current portfolio or preparing for tax season, this live panel will give you clear, data-backed insights to navigate Q4 and beyond.

​In this webinar, we will cover:

  • ​2026 Market Scorecard: A real look at asset performance, rate changes, and why traditional cash and bond moves missed the mark.

  • ​Elections & The Market: How midterms and political shifts actually impact market behavior—and why uncertainty trades differently than reality.

  • ​Economic Reality Check: Why rising corporate earnings and AI productivity point toward continued economic expansion.

  • ​Proactive Year-End Tax Planning: Navigating the CPA shortage and utilizing smart tax strategies before tax season hits.

​Format: 35-minute guided panel discussion followed by live audience Q&A.

​Speakers: Cindy Lundberg (Host & Marketing Director), Carl Szasz (CEO & Chief Visionary Officer), Jack Yarosh (Investment Committee President)