This semiannual townhall discussion outlines the fundamentals of what made the markets move in the past six months as well as our projections on where we see the economy moving in the future. This is a great opportunity to hear our perspective of the current economic conditions in an easy-to-understand manner. As one of our most popular events, they are offered at multiple venues and are highly attended.
Not all annuities are created equal! Anyone who has ever taken a look at an annuity knows that these are complex investments with many intricacies. We provide a purely educational program that offers you the fundamentals of how these investments work and how you can utilize one as a piece in your financial portfolio.
When you begin investing, the amount of information on a typical brokerage statement can be overwhelming as can your online account. For this reason, Wentz Financial Group offers statement and online access classes so that clients can understand their monthly brokerage statement. We provide everyone in the class a copy of their most recent brokerage statement, and then go page by page, giving a complete analysis of the statement as a whole.
An important part of financial planning is preparing for your family when you are no longer here. Wentz Financial Group partners with local attorneys to highlight the basics of estate planning to help you make an informed decision on what happens to your assets after you pass. This non-sales discussion will help you and your family prepare for the future.
Our Investments 101 basics class is the keystone of our educational series. This class is usually done in small class sizes to allow for plenty of questions to be answered in a low pressure atmosphere. Our advisors provide a basic understanding of how the markets and the economy work. This class is great for people who are looking to gain a base understanding before they begin investing.
From time to time, Wentz Financial Group has the opportunity to host nationally recognized financial analysts, local celebrities and non-financial-related speakers in our state-of-the-art auditorium. These events usually fill up quickly so frequently check our website to stay up to date with our presenter schedule.
MONTHLY MARKET UPDATE
Wentz Financial Group is excited to present our newest event, Monthly Market Update! Call into our GoTo meeting the first Friday of every month at 8:30 a.m. to connect with a different market strategist providing us with general market commentary. For more information on specific speakers and our schedule, check out our events on the home page, or look at our social media accounts!
Phone number: 1 (312) 757-3121
Access code: 752 – 920 -189
Our March speaker is Jason Farrell, CFA, Vice President and Project Manager for Oppenheimer Funds.
*International investing involves special risks, including currency fluctuations, differing financial accounting standards, and possible political and economic volatility. Investing in emerging markets can be riskier than investing in well-established foreign markets. Investing involves risk and investors may incur a profit or a loss
This Friday our speaker was Jordan Stuart, , Client Portfolio Manager for Federated.
This Friday our speaker was Vivek Rajeswaran, Equity Research Analyst for T. Rowe Price.
*Investing in the energy sector involves special risks, including the potential adverse effects of state and federal regulation and may not be suitable for all investors.