December 2015 Luncheon Meeting

Economic Update for 2016 – A Guide to the Markets

Speaker: Jack F. Roddy, CIMA�

Meeting Description

Please join us to hear insights on today’s most critical economic and investment topics from Jack Roddy, Vice President, Client Advisor, J.P. Morgan Asset Management. Using the most recent edition of the Guide to the Markets, Jack will share thoughts on the current economic landscape and outlook for 2016, discuss key drivers and trends taking place in the markets and answer your most pressing questions.

1.5 hours CE is pending approval by the CFP Board.

**Additional festivities will include an Ugly Holiday Sweater Contest. A prize will be given for the ugliest holiday sweater, so you want to be sure to join in on the fun.

Speaker Biography

Jack Roddy is a Vice President and Client Advisor for JP Morgan Asset Management with 11 years of experience in the Investment Management and Financial Services industry. In his current role he communicates the investment philosophy and market insights of JP Morgan Asset Management to financial advisors and their clients. An employee since 2010, Jack relocated to the San Francisco Bay area from New York City in 2008. Prior to joining the firm, he was a Regional Director for Neuberger Berman covering the Pacific Northwest. Jack began his career in 2003 with Fidelity Investments in Boston, MA after earning a B.A. in Economics from Saint Anselm College. In 2013 he received his Certified Investment Management Analyst Designation from IMCA. Jack lives in San Francisco with his wife Allison and their son John.

Pricing and Registration

Advanced pricing is available through December 7th: FPA Members and First Time Visitors: $40 Non-Members: $60

After December 7th:
All Members and Non-members: $60

Online Registration is open through Monday, December 7th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm Tuesday, December 7th.