In today’s fast-moving market, it can be challenging to separate useful insights from daily noise. Join Wealth Advisor Daniel Yee and presenter Tegan Call of T. Rowe Price for an educational lunch-and-learn style workshop and webinar focused on investing in the healthcare and technology sectors.
Tegan will provide insights into how T. Rowe Price approaches sector-based investing and how these strategies may complement a diversified, long-term portfolio.
This session will cover:
- Current trends in healthcare, biotech, and life sciences
- Innovations and growth themes in communications and technology
- Long-term investment principles amid market volatility
- Behavioral patterns that may influence investor decision-making
- Considerations for incorporating sector exposure in portfolio planning
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.
