FSP Milwaukee Chapter Membership Meeting January 15, 2019

Venue:

FSP Milwaukee Chapter Membership Meeting January 15, 2019

Milwaukee,  

Time:

From  2019-01-15 13:30:00  to  2019-01-15 15:00:00
Event Description
Join us at the University Club January 15, 2019 Breakfast Served at 7:30 am Presentation begins at 8:00 am until 9:00 am – Members:  Free Guests:  $25.00 Includes Breakfast and Speaker FSP Milwaukee Chapter Membership Meeting Presents: “The Economy and Markets: What to Expect For 2019 and the Long Term” Jason Herried, CFA®, Senior Vice President, Wealth Portfolio Manager jherried@johnsonbank.com | 414.287.6480 1 CE credit approved for in Law, Insurance and CFP® professional qualifications: As Senior Vice President, Wealth Portfolio Manager, Jason is responsible for building customized portfolio strategies for clients of Johnson Financial Group. This includes investment policy review/development, portfolio construction, manager/security selection and performance reporting. Jason also serves as the Director of Equity Strategy and is a member of the firm’s Investment Committee. experience & expertise: Jason has 19 years of experience in the financial services industry, 17 of which are directly in the investment area. He has experience managing portfolios for high net worth individuals, families, non-profits and retirement plans. Jason is a Chartered Financial Analyst (CFA®) and a member of the CFA Institute and CFA Society of Milwaukee. Jason holds Bachelor’s and Master’s degrees in Finance from the University of Wisconsin – Whitewater. Progam Overview: Jason will discuss the following. An overview of the current economic and market environment A outlook for the economy and markets as we enter 2019 A look at long term expected returns to consider in financial planning