Events

We invite you—and anyone in your circle who may be interested—to join us on Wednesday, April 1st for our next Market and Economic Update virtual call. This is a live‑only event (no recording), please 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