When

Thursday, January 11, 2024 from 11:30 AM to 1:30 PM PST
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Where

Delta Hotel by Marriott Santa Clara Silicon Valley 
2151 Laurelwood Rd
Santa Clara, CA 95054
 

 
Driving Directions 

Contact

Tonia Forbus 
Financial Planning Association of Silicon Valley 
877-808-2699 
execdirector@fpasv.org 
 

Economic Update and Outlook

SPEAKER


Bryce Gill, Economist & National Speaker, First Trust

SUMMARY 

Bryce Gill will be focus his presentation on describing the coming changes in the global and US economy and how investment advisors can best prepare their investor’s portfolios for those changes in the years to come.

Key Takeaways:

  1. Commentary on Economy
  2. Asset Class Outlook
  3. Strategy Outlook

SPEAKER BIO 

Bryce is an Economist and is part of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years.

At First Trust, Bryce is responsible for analyzing economic indicators, writing economic commentaries and producing articles on the First Trust Economics Blog. He is also one of First Trust’s national speakers, traveling around the U.S. to present timely information on the economy and financial markets to both professional and everyday investors. Cogent’s 2017 Survey of Advisors rated First Trust’s thought leadership material as number one for most read and most shared by financial professionals with colleagues or clients.

Bryce is based in First Trust’s Austin, TX office and received an MBA from the University of Texas McCombs School of Business and a BA in Economics from Miami University (Ohio).

More Information

Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.

There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.

1.0 CFP CEU approved for this session 

No refunds after 11 am the day before the meeting.