FEI Toledo | Gold Partner PD Session | Plante Moran | Global Financial Market Update & Year-End Planning Considerations

Learning Objective: Plante Moran Financial Advisors will provide a broad economic update and discussion around macro level portfolio positioning and opportunities. They will also tie in some planning considerations as year-end approaches.

Cocktails & Appetizers
4:30pm - 5:30pm

Meeting
5:30pm - 7:00pm



 

Speakers

Phil Clark

Principal
Plante Moran

Eric Dahlberg

Senior Equity Analyst
Plante Moran

Credits

1.50 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none

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