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Key topics for advisors to share with their clients

May 20 @ 10:00 am - 11:00 am

Free Webinar, registration is required

Presented by Capital Group Private Client Services

We’re proud to host Capital Group Private Client Services on Thursday, May 20, from 10 to 11:00 a.m. ET to discuss market conditions and what could be in store for investors.

Investment Director Greg Singer and Regional Director Sandra Morelli will discuss key topics advisors should be discussing with their clients, President Joe Biden’s first 100 days in office, the global market outlook and more.

Greg Singer is a Senior Vice President and Investment Director for Capital Group Private Client Services. Before joining our firm in 2012, he spent seven years at Bernstein Global Wealth Management, where he was a senior managing director and head of the Wealth Management Group. Greg is also a member of the investments editorial board for Trusts & Estates magazine and is based in our New York office.

Sandra Morelli is a Senior Vice President, Investment Counselor and Regional Director for Capital Group Private Client Services. She joined our organization in 2009 and was previously a senior vice president and senior portfolio manager with Bernstein Global Wealth Management. She has nearly three decades of investment experience and is based in our Atlanta office.

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Details

Date:
May 20
Time:
10:00 am - 11:00 am
Cost:
Free Webinar, registration is required
Event Category:

Organizer

Karyl Kaye Miller
Email:
kmiller@cfneg.org

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