Topic:  Economic Outlook 2020

Presenter:  John Mongold, CFA CPA Senior Wealth Investment Advisor, Wilmington Trust
                    NCVSCPA's Personal Financial & Estate Planning SIG Chair

Please join us for breakfast and one of our favorite sessions each year.  Mr. Mongold will provide an engaging Economic Outlook for 2020.  The session covers today's current economic climate, the outlook for the immediate future, and an overview of risks/items to watch.  

Registration opens at 7am
Session runs from 7:30am to 9:15am Q&A occasionally runs longer (2 CPE)

A buffet breakfast is provided, please arrive early to make your selections and find a seat prior to the session start.

John Mongold Bio

John is responsible for developing customized investment portfolios for his clients based on their unique parameters for risk, return, liquidity, and other factors. After taking the time to listen to his client’s objectives and to understand any tax, legal, and personal considerations, he then structures a diversified portfolio in keeping with the client’s asset allocation plan. John continually monitors and periodically rebalances his clients’ portfolios to reflect their evolving needs and to pursue new investment opportunities. John joined Wilmington Trust in 2014 with nearly two decades of financial services experience. Earlier in his career, he served as managing director and head trader for Group One Trading, a proprietary derivatives trading firm. In addition, he has held analyst and consulting positions at FolioFn and American Management Systems. John holds a master’s degree from Rutgers University and a bachelor’s degree from the University of Pennsylvania. He is a CFA® charterholder and a member of the CFA Society of Washington DC. Additionally, he also holds his CPA license and is a member of AICPA and the Virginia Society of CPAs.?