Upcoming events

Economic Update Call

CDT

Join this event online

Bryan Sajjadi, Vice President Capital Markets - Fidelity

Tony Schuster

TreeLine Wealth Management

Join us on Wednesday, April 1st for our next Market and Economic Update virtual call. This is a live‑only event (no recording) Feel free to share this invitation with friends, family, or colleagues who might enjoy the discussion.

Our guest speaker, Bryan Sajjadi, Vice President, Capital Markets at Fidelity, will present 2026 market outlook and positioning- Investment Themes for 2026.

Mr.Sajjadi is responsible for collaborating with Fidelity’s portfolio managers, product development, and distribution channels to act as liaison between Fidelity’s domestic and international equity strategies and fixed income clients. Additionally, he provides timely and actionable insights on the domestic and international equity markets, as well as the TreeLine Sector Rotational Strategy.

Agenda:

•Welcome & Introductions – Kyle Laube, Private Wealth Advisor, TreeLine Wealth Management
• Host/Moderator – Tony Schuster, Private Wealth Advisor, TreeLine Wealth Management
• Market & Economic Update – Bryan Sajjadi, Vice President – Capital Markets with Fidelity, presenting 2026 market outlook and positioning -Investment themes for 2026

• Closing – Tony Schuster
For more information: call us at 952.444.2000

This is an informational seminar. There is no cost or obligation.

Fidelity and its representative are not affiliated with Ameriprise Financial, Inc

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.