EPCSED Meeting: Market Outlook 2023
Program:
"Market Outlook 2023"
Join us for a recap of 2022 and a 2023 outlook. Tim will also discuss how inflation and rates may be impacting older clients, tidbits of Behavioral Finance, and how people want to react/behave in recession.
Presented By:
Timothy Kyle Wilson, CFP®, CRPC®, Senior Vice President, Wealth Management Advisor
Tim joined Merrill Lynch Wealth Management in 2009 after working for 11 years in corporate business management. He obtained his Chartered Retirement Planning CounselorSM℠, CRPC® designation in 2012 and CERTIFIED FINANCIAL PLANNER™, CFP® certification in 2018. He graduated from University of Wyoming with a Business Administration degree with an emphasis in Finance. He is an Eagle Scout who continues to give back to the community by serving as a volunteer for the Boy Scouts. He also previously served as the President of the University of Wyoming Alumni Association Board of Directors.
Sponsors:
A special thank you to our generous 2023 sponsors:
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Meeting Schedule:
7:30 a.m. - 8:00 a.m.: Networking
8:00 a.m. - 9:00 a.m.: Speaker presentation
Meeting Registration:
Guests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $25 per meeting.
Be sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply."
Please forward this invitation to anyone you think may be interested in the group -- and bring a guest!
** Please note that we are going to start taking photos at events for the website. If you don't want us to use your photo, please let a board member know.
