Events

Please join us for our next Market and Economic Update virtual call, where our guest speaker, Bryan Sajjadi, Vice President Global Equity Strategist at Fidelity Investments, will present Equity Market Perspectives with emphasis on the Artificial Intelligence section. 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.

Agenda:

· Welcome and Introductions: Matt Dornik, Private Wealth Advisor, TreeLine Wealth Management

· Host/Moderator: Tony Schuster, Private Wealth Advisor, TreeLine Wealth Management