Our speakers and investment management companies featured are not affiliated with Shelgren Financial Group or the Lincoln Investment family of companies.
Our investor webinar series is a way to stay current on the market and economy in brief calls with industry experts. Our goal is to keep you informed and focused on what is most important to you and your plan.
Thursday, October 13th, 2022 at 1 pm
Featuring Mark Eibel, CFA, Director of Client Investment Strategies with Russell Investments
Wednesday, August 3rd, 2022 at 1 pm
Featuring Chris Surrichio, CFA, VP and Portfolio Manager with Lincoln Investment
Wednesday, April 20th at 1 pm
Featuring Peter J Eisenrich, CFA, VP and Senior Client Portfolio Manager with Clark Capital Management Group
Monday, October 25th at 4 pm
Featuring Tom Yager, Regional Wealth Management Consultant with American Funds
July 2021 Investor Webinar with Pax World
Devon Barker from Meeder Investment gave an overview of tactical asset management, outlined the different cycles of "Market Emotions" and share Meeder's expectations for the market in the short, intermediate and long term.
Featuring Devon Barker, Regional Consultant with Meeder Investments
Shashi shares the potential impact of the new Biden Administration may have on the markets. Key topics covered include an update on the COVID pandemic and impacts, how to think about inflation and what Shashi expects for 2021.
Featuring Shashi Mehrotra, Chief Investment Strategist for Lincoln Investment