August 20, 2022 In-Person Chapter Meeting/Webinar & Lunch

Navigating Uncertain Markets

followed by lunch with our speaker, Peter Lazaroff (see Lunch Details below)

Peter Lazaroff, CFA, CFP, Co-Chief Investment Officer, Plancorp, LLC
Peter Lazaroff, CFA, CFP, Co-Chief Investment Officer, Plancorp, LLC

The future is unknowable and there are risks inherent to that. With the current level of the markets, it has never been more important to understand how to approach volatile and uncertain markets. Peter Lazaroff provides his latest insights into the state of the economy as well as strategies to improve your chances of success.

Attend This Meeting and Learn:

  • The most significant current investment risks
  • The state of our economy
  • The best strategies for the current markets

Meeting Details:

Date: Saturday, August 20, 2022

Time: 10:00 a.m. ET (mix and mingle starts at 9:30)

Location: Cary Senior Center, 120 Maury O’Dell Pl, Cary, NC 27513

Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account

Cost: $7 cash (in-person) or electronic payment (webinar)

Before attending in person, please read:

Because of high levels of COVID cases, we strongly encourage you to wear a mask during the entire meeting.

If you have COVID-like symptoms, please join us virtually.

Lunch Details:

RSVP: The speaker has asked to limit the lunch group size to 10. Please RSVP to reserve your seat. Seats will be reserved on a first emailed, first reserved basis.

Time: immediately following the meeting

Location: Mellow Mushroom, 4300 NW Cary Pkwy, Cary, NC 27513. We will try to eat on the covered porch on the southwest side of the building.

Cost: You will be responsible for the cost of your meal. You can peruse the menu ahead of time.

About Our Speaker:

Peter Lazaroff is the author of “Making Money Simple” and chief investment officer at Plancorp, a national wealth management firm with nearly $6 billion in assets under management. Lazaroff is a regular contributor to The Wall Street Journal and Forbes, while also appearing across a wide range of national television and print media. For the second year in a row, Lazaroff was in the top 10 of Investopedia’s Top 100 Financial Advisors.

Discover more from American Association of Individual Investors, Research Triangle Chapter

Subscribe to get the latest posts sent to your email.