Event Detail



2026 Annual Economic Outlook and Legislative Review

Please join us and our corporate sponsor, WhartonHill Investment Advisors, for a special program designed to provide financial professionals with an integrated review of recent financial market developments and key legislative trends.

Whether you are an attorney providing incidental financial advice to a client or a CPA engaged in financial planning services, this presentation will offer a concise recap of the major trends, risks, and performance drivers that shaped the 2025 financial markets. Building on that foundation, the course provides a deeper, forward-looking analysis of the 2026 market outlook, including macroeconomic expectations, sector opportunities, and emerging uncertainties.

In addition, we will examine select provisions of the “One Big Beautiful Bill” enacted in 2025, along with other recent and pending legislation, focusing on the measures most relevant to legal and financial professionals. The course will highlight practical implications for planning, compliance, and advisory work.

Learning Objectives:

  • Review current economic indicators and market indices

  • Examine fundamental drivers of economic performance

  • Discuss potential investment strategies and opportunities

  • Review the One Big Beautiful Bill and other recent and pending legislation

 
When: Thursday, February 26th, 2026. 1:00 PM to 5:15 PM EST
Where: Your home or office
Speaker: Tim Hussar, CFA, Sunnaret Eang, CFP®, and Renzo Cerabino, JD, CFP®, CLU
CPE Credits: 4 Economics CPE
CLE Credits: 4 Substantive CLE
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based
Price: FREE for ALA Members / $85 for Non-Members

The Presenters:

Tim Hussar, CFA - Partner, Director of Investments
Tim serves as the firm’s Chief Investment Officer, responsible for constructing tactical portfolios and conducting due diligence on all underlying investments. He has managed client investments for more than two decades, having previously served in research and trading roles at boutique investment management firms prior to joining WhartonHill. Tim earned a Bachelor of Science in Finance from Grove City College and holds the Chartered Financial Analyst® designation. In his spare time, Tim enjoys spending time with his family, traveling, following Philadelphia sports teams, and working on his antique Porsche.

Sunnaret Eang, CFP® - Partner, Director of Wealth Management
Sunnaret (“Sunny”) serves as Partner and Director of Wealth Management, working with clients across all aspects of financial strategy and serving on the firm’s Investment Committee. Previously, Sunny worked at Brown Brothers Harriman, BNY Mellon Wealth Management, and most recently at JPMorgan Private Bank, where she spent the majority of her time working with clients comprising predominantly women and minority business owners. She received her Bachelor of Arts in Economics, with minors in Psychology and Labor Studies, from Rutgers University in 2009 and earned her MBA with a concentration in Finance from Rutgers University in 2015. Sunny currently serves on the Strategic Advisory Group for Innovate Capital Growth Fund, a Philadelphia-based private equity fund focused on small and middle-market minority-controlled businesses operating predominantly in the Mid-Atlantic region. She also serves as Board Chair for 12Plus, a local nonprofit organization that partners with high schools in Philadelphia and Camden to provide support and resources for postsecondary education and career readiness. In her spare time, Sunny enjoys international travel, playing tennis, cooking, and spending time with her family.

Renzo Cerabino, JD, CFP®, CLU - Partner, Director of Wealth Strategy
Renzo serves as Partner and Director of Wealth Strategy. In this role, he collaborates with clients on customized trust and estate planning techniques and creates personalized financial plans designed to incorporate broad-ranging objectives. As a former corporate attorney, Renzo brings additional expertise in addressing the complex needs of entrepreneurial and ultra-high-net-worth families, including business succession planning, private investment discussions, asset protection strategies, advanced trust structures, and generational legacy planning. He prides himself on collaborating closely with each client’s full advisory team, including legal, accounting, corporate leadership, and family members. Renzo has more than 20 years of experience serving ultra-high-net-worth individuals and families, including management roles at PNC Private Bank, serving as a Wealth Strategist at PNC Hawthorn Family Wealth, and holding investment and sales roles at BNY Mellon Wealth Management and Merrill Lynch. Prior to his career in finance, he practiced law, specializing in mergers and acquisitions and private placement securities. Renzo earned his Bachelor of Science from Cornell University in 1996 and his Law Degree and MBA from Villanova University in 2000. When not enjoying time with his family, Renzo is a presenter and author on trust and estate planning topics.

 

About CPE/CLE:

* The ALA issues CLE credits as an accredited provider of CLE in Pennsylvania (PA CLE Provider # 5963).  For additional information, please visit http://www.pacle.org/.  It is the responsibility of each attorney to determine whether their state accepts CLE credits from a Pennsylvania-accredited provider. Acceptance of these credits varies by jurisdiction, and state-specific requirements may apply. Attorneys are encouraged to review their state’s CLE rules and regulations, including reciprocity policies, credit approval processes, and any submission requirements for out-of-state programs. The Accountant-Lawyer Alliance cannot guarantee CLE credit approval outside of Pennsylvania. For further guidance, please contact your state’s CLE regulatory body. 
The Accountant-Lawyer Alliance, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.