The markets may have settled a bit from recent volatility, but there is still discussion of what the rest of 2023 will hold. Will it remain steady, have a slight downturn or move into recession territory? And what does that mean for your investment portfolio?
Join us to hear a mid-year outlook on current market and economic conditions from two senior investment professionals with one of our investment partner companies, City National Rochdale.
Ted Cox, CFA, CFP®, CPWA®,Eastern Divisional Managing Director, Senior Investment Consultant and Elizabeth Dooley, CFA, CAIA, CPWA®, Managing Director, Senior Portfolio Manager with City National Rochdale will present a Market & Economic Update in these uncertain times.
Please join us for this special presentation over lunch or dinner on Wednesday, July 26, 2023.
Lunch session will be from 11:30 am – 1 pm
Dinner session will be from 6:00 – 7:30 pm
701 Corporate Center Drive, Raleigh
The Spark Training Room
(in the building across from LifeTime’s office building)
Click here to see the complete invitation and to RSVP!
Please Note: If you have questions specific to your investment portfolio, please reach out to your LifeTime Wealth Consultant.