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Where
Rancho Cordova City HallAmerican River Room
2729 Prospect Park Drive
Rancho Cordova, CA 95670
Driving Directions
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Agenda 11:30 am Registration & Networking
12:10 pm Welcome, Lunch, Chapter Announcements and Strategic Partner Acknowledgements
12:30 pm Presentation Begins
1:30 pm Q & A/Presentation Ends
1:40 pm Raffle & Closing Remarks Follow Us    |
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Topic:
Economic and Market Outlook Speaker(s):
Dr. Chase Armer, CFP®, CFA®, EA President Planned Solutions, Inc. _____________________________
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Description:
After the fact, economic cycles are often defined by a dominate theme or themes. The late 90s and early 2000s cycle was defined by the inflating of the tech bubble and then its implosion. The mid-2000s was defined by the real estate bubble and financial crisis. When we look back on the current economic cycle, what will the dominate theme be? Identifying these themes ahead of time may help planners take advantage of current trends and mitigate risks during an eventual recession and market downturn. At this meeting, our presenter, Chase Armer, will review the current economic and financial backdrop and lead a discussion about the possible themes that may define the current economic and market cycle. In addition, we are also trying out streaming a live webinar so that our members in outlying areas can virtually attend. Since this is a test run, it will be free but if all goes well, subsequent virtual meetings will be the same rate as the regular meetings. No CE credit will be granted for this livestream. We hope to see you at this meeting! * This topic has been approved by the CFP Board for 1.0 hour of CE credit.
** Please note that this is a LUNCH meeting. ___________________________________
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About the Speaker(s):
 Dr. Chase Armer, CFP®, CFA®, EA
President
Planned Solutions, Inc. Chase Armer is a co-owner of Planned Solutions, Inc., a Sacramento based Financial Planning and Investment Advisory Firm, where he currently acts as a financial planner and is a member of the Planned Solutions Investment Management Committee. Chase holds several professional designations including; Certified Financial PlannerTM Practitioner, Chartered Financial Analyst®, and Enrolled Agent. Chase holds a Doctorate in Business Administration and a Master’s in Taxation from William Howard Taft University, a BA in Economics from California State University, Sacramento, and a Certificate in Personal Financial Planning from the UC Davis Extension. Chase is active with the Financial Planning Association of Northern California where he is a past president and is a contributor to the Sacrament Business Review. Chase has over 20 years of experience in the financial services industry, working primarily with individuals and business owners who seek advice in all areas of financial planning with a special emphasis on Investments, Retirement Planning, and Income Taxation.
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