Chapter Events

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Feb 2023

Date/Time	Event
February 1, 2023 7:30 am - 9:00 am	February 1 Meeting “2023 Economic and Stock Market Outlook “ Presented by John Tousley; Goldman Sachs Economic conditions shifted dramatically in 2022 and both stocks and bonds suffered together. The Federal Reserve is telegraphing signifcant tightening in 2023 and recessionary expectations are at historic levels. Join us in February as John Tousley will review the economic conditions we’ll be facing in 2023 and beyond. He will look at the major economic factors, discuss asset allocation outlooks and talk about risks on the horizon. He will give us lots of great information to share with our clients this year. About the Speaker John Tousley, CFA, is a senior strategist within GSAM’s Strategic Advisory Solutions where he heads the Global Market Strategy team focusing on global capital market insight, macro strategy, and implementation. John has been with the firm 21 years. John was named managing director in 2011. He has 30 years of industry experience as an investment professional and portfolio manager. John received a B.A. in Economics from Brigham Young University in 1991 and is a CFA charter holder. After raising their 3 children in New York, John and his wife Christy returned to Salt Lake City six years ago, where they enjoy all things outdoor. REGISTER HERE Please download the Meeting slides below MEETING SLIDES
February 9, 2023 2:00 pm - 3:30 pm	FPA NexGen February 2023 Zoom Event “Integrating Tax and Financial Planning: Help your clients prepare for the up coming tax season” Meredith Johnson, CPA, CFP® , BPM In this session, we will discuss the latest tax changes related to Secure Act 2.0 and how they may impact clients. We will look at planning considerations and hypotheticals related to both the current and enacted law, and look ahead to tax provisions scheduled to expire in the next 24 months. About the Speaker: Meredith has deep experience in not only accounting, but financial planning and analysis, project management and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning and business succession particularly. Meredith excels in coordinating the needs of diverse stakeholders, managing multi-stage projects and synthesizing complex data. Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy. Meredith Johnson holds an active CPA license in California. REGISTER HERE

Date/Time

Event

February 1, 2023
7:30 am - 9:00 am

February 1 Meeting

“2023 Economic and Stock Market Outlook “

Presented by
John Tousley; Goldman Sachs

Economic conditions shifted dramatically in 2022 and both stocks and bonds suffered together. The Federal Reserve is telegraphing signifcant tightening in 2023 and recessionary expectations are at historic levels. Join us in February as John Tousley will review the economic conditions we’ll be facing in 2023 and beyond. He will look at the major economic factors, discuss asset allocation outlooks and talk about risks on the horizon. He will give us lots of great information to share with our clients this year.

About the Speaker
John Tousley, CFA, is a senior strategist within GSAM’s Strategic Advisory Solutions where he heads the Global Market Strategy team focusing on global capital market insight, macro strategy, and implementation. John has been with the firm 21 years. John was named managing director in 2011. He has 30 years of industry experience as an investment professional and portfolio manager. John received a B.A. in Economics from Brigham Young University in 1991 and is a CFA charter holder.

After raising their 3 children in New York, John and his wife Christy returned to Salt Lake City six years ago, where they enjoy all things outdoor.

Please download the Meeting slides below
MEETING SLIDES

February 9, 2023
2:00 pm - 3:30 pm

FPA NexGen February 2023 Zoom Event

“Integrating Tax and Financial Planning: Help your clients prepare for the up coming tax season”

Meredith Johnson, CPA, CFP® , BPM

In this session, we will discuss the latest tax changes related to Secure Act 2.0 and how they may impact clients. We will look at planning considerations and hypotheticals related to both the current and enacted law, and look ahead to tax provisions scheduled to expire in the next 24 months.

About the Speaker:
Meredith has deep experience in not only accounting, but financial planning and analysis, project management and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning and business succession particularly. Meredith excels in coordinating the needs of diverse stakeholders, managing multi-stage projects and synthesizing complex data.

Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy. Meredith Johnson holds an active CPA license in California.

REGISTER HERE

Mar 2023

Date/Time	Event
March 1, 2023 7:30 am - 9:00 am	March 1 Meeting Meeting details coming soon!

Apr 2023

Date/Time	Event
April 5, 2023 7:30 am - 9:00 am	April 5 Meeting Meeting details coming soon!

May 2023

Date/Time	Event
May 10, 2023 7:30 am - 9:00 am	May 10 Meeting Meeting details coming soon!

Aug 2023

Date/Time	Event
August 2, 2023 7:30 am - 9:00 am	August 2 Meeting Meeting details coming soon!

Sep 2023

Date/Time	Event
September 6, 2023 7:30 am - 9:00 am	September 6 Meeting Meeting details coming soon!

Oct 2023

Date/Time	Event
October 4, 2023 7:30 am - 9:00 am	October 4 Meeting Meeting details coming soon!

Nov 2023

Date/Time	Event
November 1, 2023 11:00 am - 1:00 pm	November 1 LUNCH Meeting Meeting details coming soon!

Dec 2023

Date/Time	Event
December 6, 2023 7:30 am - 9:00 am	December 6 Meeting Meeting details coming soon!