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February 13, 2024 Breakfast Meeting

"Economic Update"

Timothy Gregory

Director of Portfolio Advisory Services

SEI
​(1 hour of CFP CE pending)

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Tim Gregory leads the Investment Services and Advanced Planning Teams, providing advisors with consultative portfolio analysis, investment, tax, and wealth planning services. Tim is an active presenter/speaker at SEI hosted events, webinars, broker/dealer conferences and investor client events.

 

Tim has been with SEI since 2008, developing wide-ranging experience in multi-asset investment solutions, business development, relationship management and advisor business planning. Most recently, Tim served as a new Business Development Director in the Northeast and Enterprise Business Development Manager.

 

Tim earned bachelors and masters degrees in Finance from the Pennsylvania State University. Tim holds a FINRA Series 65 license and currently lives in Newtown Square, PA with his wife Sidney and their three children Juliet, Casey, and Shepherd

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Course Description:

This annual meeting is an overview and state of the economy and world markets.  Tim will discuss the current state of our economics and will offer his insight and speculation into its future.

 

If you have any specific economic questions that you would like to have discussed at the meeting, please submit them to Sandy Gray via email by February 6th. This will give Tim an opportunity prior to the meeting to research and provide thorough and accurate answers.

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Sponsored by:

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  • This meeting is offered in-person only

  • Cost is $15 for members, $30 for non-members

  • Cost is free for 1st time attendees (see Guest Policy below)

  • Location:

  • Tavistock Country Club

  • 100 Tavistock Lane, Tavistock, NJ  08033 (map).

  • Schedule:

  •       8:30 am -   9:00 am - Breakfast/Registration

  •       9:00 am - 10:30 am - Program 

  •     10:30 am - Adjournment

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  • Guest Policy:

    • Guests are welcome to attend our meetings during the 2022-23 year with the following rules:

    • 1st meeting attended (In Person or Virtual) — Cost is Free, Compliments of the Chapter. We welcome you!

    • Subsequent meetings attended (In Person or Virtual)  -- Guest pays $30 non-member meeting registration fee at time of registration.

    • Guests/Non-members may join and become a member under one of 2 options (see a benefits comparison of both options):

Questions?  Call us at 317-844-6268.

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