Event Overview
A new year brings new opportunities and challenges for investors. Join Eide Bailly and Sequoia Financial Group for a timely conversation designed to help you navigate what’s ahead with confidence. Presenters will share their perspectives on the economy, markets, and important factors for investors to keep in mind, including:
- Key economic and market themes shaping 2026.
- Investment opportunities and risks.
- Portfolio positioning strategies for today’s environment.
Start your year empowered with perspectives to help you make informed decisions about your financial goals. You’ll hear directly from Sequoia’s investment professionals and gain a better understanding of how to ensure your financial plan evolves with your needs and market conditions.
2 - 3 p.m. CT
- Identify key economic and market themes expected to shape the investment landscape in 2026.
- Evaluate potential investment opportunities and risks in the current and emerging market environment.
- Apply portfolio positioning strategies tailored to today’s economic conditions and investor goals.
- Analyze how evolving market trends can impact financial planning and long-term objectives.
