PO Box 245, Walnut Creek, CA 94596
T: (925) 778-1165 | F: (925) 778-1163 | E: EPCDiabloValley@gmail.com
February 15, 2023
"A Return to an
Asset Friendly Economy in 2023"
Presented by: Gary Schlossberg,
Wells Fargo Investment Institute
Interested in Sponsoring this Event? CLICK HERE
ZOOM WEBINAR
4:00pm- Networking
4:25pm- Welcome &
Announcements
4:45pm- Speaker Presentation
6:00pm - Meeting Close
Member Cost:
$20
Guest Cost:
$30
Please note all reservations and cancellations MUST be made no
later than 2pm the day of the monthly meeting.
Refunds will not be granted to cancellations that are received
after February 13th
at 2pm.
All cancellation requests need
to be made in writing to EPCDiabloValley@gmail.com
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The discussion will provide our thinking on the economic outlook, the risk of a recession and its implications for inflation, monetary policy and interest rates. Included in the outlook will be a discussion of the midterm elections and how it might affect the economic and investment outlook, along with other economic and geopolitical risks capable of producing an unexpectedly mild or deeper-than-expected recession. We also will discuss the implications of that outlook for the stock and bond markets, equity and fixed-income strategy.
About Our Speaker:
Gary Schlossberg is a global strategist for Wells Fargo Investment Institute (WFII), a subsidiary of Wells Fargo Bank, N.A., serving Wealth and Investment Management and Wells Fargo Advisors. Mr. Schlossberg is responsible for identifying global macroeconomic and political trends, their impacts on financial markets, and their potential opportunities and risks for investment portfolios. Prior to joining WFII, Mr. Schlossberg worked as a senior economist with Wells Fargo Asset Management, the bank’s institutional investment manager, and in the bank’s Economics Department. He began his career as a researcher with the U.S. Treasury Department and the Federal Reserve Board.
Learning Objectives
Understanding and interpreting the drivers of economic growth and recessions.
Understanding how interest rates are determined by monetary policy, inflation and other economic forces.
How economic forces help drive stock and bond market performance and their role in the outlook for both assets in the coming year.
Special Thanks to our Member Supporters
C. Joseph Doherty Gagen McCoy
Heather Hamilton Fiduciary Accounting Services, LLC
Kirsten Howe, Esq. Absolute Trust Counsel
Kyle Johnston, Esq. Bank of America Private Bank
Michael Low Doyle Low LLP
Elizabeth Mintzer, CFP® Rainer Wealth Management
Stacie Nelson, Esq. Holland and Knight
Bert Payne, CPA, CGMA Insurance Review Services
Lisa Soloway Soloway Fiduciaries, Inc.
Tiffany Sutton-McFarland Compass
Steve Way, CLU®, ChFC® Way Financial
Estate Planning Council Diablo Valley | EPCDV.org
