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DTSTART:20230214T143000Z
DTEND:20230214T160000Z
LOCATION:Maggiano's, 7401 South Clinton St., Englewood, CO 80112
UID:2367620230214T143000ZEPCSED Meeting: Market Outlook 2023
DTSTAMP:20260406T235115Z
DESCRIPTION:\n \n \n \nProgram:\n \n"Market Outlook 2023"\n \nJoin 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.\n \nPresented By: \n \nTimothy Kyle Wilson, CFP®, CRPC®, Senior Vice President, Wealth Management Advisor\n \nTim joined Merrill Lynch Wealth Management in 2009 after working for 11 years in corporate business management. He obtained his Chartered Retirement Planning CounselorSMâ , 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.\n ------\n\nSponsors:\n \n \nA special thank you to our generous 2023 sponsors:  \n \n[  ](https://thegrossmanteam.com/)\n \n [](https://www.charleswilsoncpa.com/)\n \n \n \nMeeting Schedule:\n \n7:30 a.m. - 8:00 a.m.: Networking \n 8:00 a.m. - 9:00 a.m.: Speaker presentation \n\nMeeting Registration:\n \nGuests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $25 per meeting.\n \nBe sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply." \n \nPlease forward this invitation to anyone you think may be interested in the group -- and bring a guest!\n \n** 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.\n
SUMMARY:EPCSED Meeting: Market Outlook 2023 - Estate Planning Council of Southeast Denver 
PRIORITY:3
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DESCRIPTION:Reminder
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