In today’s fast-moving market, it can be challenging to separate useful insights from daily noise. Join Wealth Advisor Daniel Yee and guest presenter Tegan Call of T. Rowe Price for an educational lunch-and-learn workshop and webinar exploring trends in key market sectors—including technology, healthcare, biotech, and innovation.
Tegan will share how investment professionals at T. Rowe Price evaluate these sectors, how they view their role in a diversified portfolio, and how investor behavior can influence outcomes over time.
This session will cover:
- Sector trends shaping healthcare, biotech, and life sciences
- Growth drivers in communications and technology
- Principles of long-term investing through market shifts
- How institutional managers approach sector allocation
- Behavioral insights to support better decision-maki
Daniel Yee has been helping clients explore retirement planning strategies since 2000, bringing clarity and thoughtful insight to the process.
📍 Attend in person or online. Lunch provided for in-person guests.
👉 Seating is limited—register today to secure your spot at this timely and informative event.
INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC.
All securities through Money Concepts Capital Corp., Member FINRA/SIPC.
Vision Solved Wealth Management Group is an independent firm not affiliated with Money Concepts Capital Corp.
