Tue, Jul 21|
Westchester Hills Golf Club
July 21, 2020 - Third Annual Mid-Year Capital Markets Panel
Please join us for this free, exclusive "members only" special event!
Time & Location
Jul 21, 2020, 5:30 PM – 8:30 PM
Westchester Hills Golf Club, 401 Ridgeway, White Plains, NY 10605, USA
About The Event
We hope you will join us for our Third Annual Capital Markets Outlook: Midyear Review and Second Half Forecast panel discussion on Tuesday, July 21st. This is a free and exclusive "members only" chapter event. The program has been accepted by CFP Board for 2 CFP credits.
After a half hour of networking, cocktails (open beer/wine bar), and appetizers on the patio, dinner will be served and our panel discussion will begin.
IMPORTANT NOTE: Our moderated panel is comprised of senior professionals from five different investment firms, each having a differing area of expertise. They will address such issues as fiscal policy, market signals, rising volatility, domestic and international GDP projections, and expectations of stock and bond returns. Our moderator will then ask as many of your pre-submitted questions time allows on any investment topics. If time permits, our panel will field questions from the audience as well.
Please submit your investment questions (consolidating multiple questions into one email) to email@example.com.
Learning Objectives: At the end of this session, advisors will be better positioned to discuss what happened in the first half of the year and why with their clients. Advisors will also gain a better framework of what may come when speaking with their clients about the second half. Information gained may help shape medium term investment selection processes for advisor teams.
Level of Complexity: Intermediate
To be listed soon
Byrke Sestok, CFP® (moderator)
Rightirement Wealth Partners
MANY THANKS TO OUR PROGRAM SPONSORS!
To be listed soon
FPA GHV Members
Space is limited. Advance registration is mandatory, with the first 30 people guaranteed a seat. Registration Deadline is Thursday, July 11th. Cost: Free Dress Code: Business Casual Questions? Contact Byrke Sestok, CFP®, President Director, Programs & Sponsorships 914-220-6196 - firstname.lastname@example.org