2/15/23 EPCDV General Meeting

  • Wednesday, February 15, 2023
  • 4:00 PM - 6:00 PM
  • ZOOM

Registration

  • Active Member of EPC Diablo Valley

Register



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


February 15, 2023


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


JOIN EPCDV TODAY!



Presentation Summary:

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 | American Banker

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


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