Markets and Investing, Wealth Management

18 November 2020

Special Post-Election Edition: Market Outlook Webinar

 

Special Post-Election Edition:

 

Informed Investor Market Outlook Webinar

You’re invited! Join EP Wealth’s Director of Portfolio Strategy, Adam Phillips, for a live presentation that will cover:

      • The state of the U.S. economy
      • What the election outcome means for client portfolios
      • How policy changes could shape the investment landscape in the coming years
      • How the Investment Committee is positioning portfolios to navigate the changing environment

        Date: November 18, 2020

 

Time: 12:00pm Pacific |  1:00pm Mountain |  2:00pm Central
 
 

Presented by: 

Adam Circle

Adam Phillips, CFA, CFP®

Director of Portfolio Strategy
 
   

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EP Wealth Advisors

The EP Wealth Advisors financial planning process starts with the relationship between you and your financial advisor. How do you value a financial coach? Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions—so you can achieve peace of mind and live your life.

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