WHEN: 11:00 A.M. – 12:00 P.M. on Tuesday, October 20th, 2020
PLEASE JOIN US FOR A VERY IMPORTANT webinar about the state of today’s real estate and securities markets, and how YOU could be impacted by the prolonged COVID-19 pandemic. Learn what you can do today to protect your interests as we continue to navigate the current political and economic environments, and the ongoing impacts of the global pandemic. During this highly informative webinar, we will cover:
- Choosing investment and diversification strategies that drive favorable returns.
- What YOU can expect in the face of the Presidential Election and continued, prolonged pandemic.
- What is driving today’s stock market and real estate market in a seemingly DOWN economy and global pandemic?
- What do YOU need to know about YOUR investments looking out over a one-year to five-year horizon?
- Should YOU invest NOW, or hold onto cash or other liquid securities?
- Stock Market vs. Real Estate Market? What’s YOUR best option?
- And, much, much more! The Q&A following the presentation allows YOU to drive the ongoing discussion.
GUEST SPEAKER: Matthew Wollmann, Vice President, Financial Advisor, HilltopSecurities
Matthew Wollmann is a Vice President, Financial Advisor with HilltopSecurities’ Private Client Group in Sherman Oaks. He has worked as a Financial Advisor since 2008 and specializes in customizing financial and retirement plans for individuals and corporations. Prior to joining HilltopSecurities Matthew spent five years at Morgan Stanley. Matthew dedicates his success as a Financial Advisor to his belief in approaching the financial planning process with honesty, integrity, and making his clients’ well-being his ultimate priority. He recognizes the planning process can often be overwhelming and intimidating with the amount of information, often conflicting, regarding how one should begin the process and how to invest. Matthew simplifies the process by designing a holistic financial plan designed to provide clients clarity and peace of mind throughout retirement.
Through the planning process, he gains an in-depth understanding of the client’s financial and personal goals followed by the construction of a financial plan that may include the following topics: Estate Planning, Retirement, Social Security, College-Savings, Asset Management, Insurance, Long-Term Care, and/or Tax-Managed investing. Matthew is a graduate of Florida State University. He lives in Santa Monica, California with his wife, Jennifer. Together they enjoy spending time with their daughter, traveling abroad, taking cooking classes, wine tasting, hiking, and volunteering at the Los Angeles Food Bank.
GUEST SPEAKER: Mehernosh Engineer, Vice President, Capital Market Strategy, Fidelity Investments
Mehernosh Engineer is a Vice President of the Capital Markets Strategy Group (CMSG) at Fidelity Institutional Asset Management (FIAM), Fidelity Investments’ distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. Prior to joining Fidelity in 2014, Mr. Engineer worked as a senior macro credit and portfolio strategist at BNP Paribas. Previously, he held a research and portfolio advisory role at Morgan Stanley, working with institutional clients across Europe.
Mr. Engineer earned his bachelor of technology degree in metallurgical engineering from the Indian Institute of Technology in Bombay, his master of science degree in materials science and engineering from the University of Delaware, and his master of science degree in financial engineering from the University of Michigan.