Investment Planning Knowledge Circle: 2023 Economic & Market Outlook: Rate, Recession, and Inflation Worries--Worries Abound
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The first Investment Planning Knowledge Circle of 2023 will be held on January 24th at 3 pm ET. Guest speaker Charles Sherry will be discussing the key themes that are impacting investors as 2023 gets underway. Charles' goal is to educate, offer his perspectives and leave attendees with immediate talking points they can share with their clients.
Charles Sherry, M.Sc.
Principal
Financial Jumble
Charles Sherry is a financial writer, analyst and speaker who works primarily with financial advisors and planners, providing timely content which can be used for newsletters, blogs and social media.
He has 25 years of industry experience, including 15 years at Charles Schwab and decade working directly with financial planners and advisors.
Additionally, Charles shares his views with various audiences, and is a regular contributor to Horsesmouth, an industry leading publication and resource for financial advisors.
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