Clarkston Capital

CAEPC: Markets, The Economy, and Estate Planning

Date: Monday, January 5, 2015
Time: 5:00pm - 7:30pm
Location: Phoenix Country Club
Speaker: Jack Ablin: BMO Harris


"Markets, the Economy, and Estate Planning"

Jack Ablin

BMO Private Bank

Program Description: Investing has become an increasing global exercise.  Markets are moving in tandem as events in one corner of the globe ripple throughout the investment landscape.  Using his 30-plus years of experience as a global macro investor, Jack Ablin, chief investment officer of BMO Private Bank, will examine the global investment landscape and share his five big market indicators for helping you navigate the increasingly interrelated markets in equities, bonds, commodities and currencies.

Come early, share a cocktail with fellow planning professionals, and sit down to an excellent meal followed by a professionally delivered presentation.


This program is generously sponsored by:


Additional meeting information:

Timely RSVP deadline for this program is December 31, 2015 due to the New Year's Holiday.

Be sure to sign in (and out if you are seeking CFP or Arizona Dept. of Ins. credits).

Last minute cancellations:  If you find you cannot attend, an e-mail to gives us an idea of how many extra seats we may have for those arriving "at the door".

We love substitutes! If you can't attend, maybe someone else in your firm or practice would like to attend in your stead?    As always, you can register your substitutes on-line, or send us a quick e-mail to

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