Lessons Learned from Pandemics, Elections and Murder Hornets

with 

Matt Sommer, CFA, CFP, CPWA

Tuesday, December 15, 2020
10:00 - 11:00 am
Webinar format

TOPIC DETAIL

• A 2021 capital markets, legislative and regulatory outlook
• Our outlook for the equity and fixed markets for 2021 including portfolio positioning and 401(k) investment lineup considerations
• A look back at the CARES and SECURE Act and items that are effective in 2021
• Potential tax law changes under a Biden administration
• The latest from the DOL
  
  

Chapter Members:  Free
Non-Member:  $40

ABOUT MATT

Matt Sommer is Senior Managing Director, Retirement Strategy Group at Janus Henderson Investors. In this role, he leads the Defined Contribution and Wealth Advisor Services Team. His  expertise covers a number of areas, including regulatory and legislative trends, practitioner best  practices, and financial and retirement planning strategies for high-net-worth clients.

Prior to joining  Janus in 2010, Mr. Sommer spent 17 years at Morgan Stanley Wealth Management and its predecessors, Citi Global Wealth Management and Smith Barney, during which time his roles included director of financial planning and director of retirement planning. 

Mr. Sommer received his bachelor’s degree in finance from the University of Rhode Island and an  MBA with a concentration in finance from Pace University, Lubin School of Business. He is a Certified Private Wealth Advisor (CPWA^®) and currently serves on the CPWA examination task  force.

Additionally, Mr. Sommer is an adjunct professor at the College for Financial Planning of the  CFP^® and CRPS^® programs. He is also a Ph.D. candidate at Kansas State University. Mr. Sommer  holds the Certified Financial Planner (CFP^®) and Chartered Financial Analyst designations. He has  27 years of financial industry experience.

Special thanks to our Chapter Sponsors


CliftonLarsonAllen

Genovese Burford & Brothers

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