CFA Society San Diego & Financial Planning Association San Diego invite you to attend their 7th Annual Wealth Management Symposium, at the SD Tech Alexandria on Wednesday, March 25th from 12-2:30pm.
If you are an asset allocator or advisor in wealth management or at a family office, this event is for you! Learn how experts and your peers are addressing questions about markets and wealth planning that you and your clients are asking now.
Speakers:
Dr. David Blanchett, CFA, CFP, Managing Director, Portfolio Manager and Head of Retirement Research, PGIM: “Deconstructing the Retirement Liability: Rethinking How Retirees Spend and Invest.”
Explore how spending evolves during retirement and the implications for optimal portfolios. Topics will include the “retirement spending smile”, how time horizon affects optimal retirement portfolios, how flexible spending affects optimal retirement decisions, and why we need to rethink commonly used retirement outcomes metrics.
Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network: “Headlines drive the Short Term. Fundamentals Drive the Long-Term. A Look at the Economy, Federal Reserve, and Equity Markets.”
See what economic data tells us after all the headlines we have seen, what it means for the Fed, and how it may impact financial markets.
To view the Speakers Bio's - click here.
Wednesday, March 25th
12:00 - 3:30 pm
SD Tech Alexandria
9605 Scranton Road
San Diego, CA 92121
Register Now!