Orange County Financial Advisors to Host 2013 Midyear Economic Update Workshop

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As part of the wealth management firm’s monthly workshop series, IWM Partners will host a 2013 Midyear Economic Update workshop on Tuesday, July 16 at its Orange County office.

Michael Hernandez, CFP, Barbara Stowell and Shawn Hochuli of IWM Partners

Michael Hernandez, CFP, Barbara Stowell and Shawn Hochuli of IWM Partners

The comprehensive analysis that Valeri is presenting will give attendees a fresh perspective with data that was just released by LPL Financial Research.

The Orange County financial advisors at IWM Partners are hosting a 2013 Midyear Economic Update on Tuesday, July 16 from 6:30 to 7:30 pm at their Fountain Valley office presented by Anthony Valeri, Senior Vice President of Research at LPL Financial. The workshop is part of IWM Partners’ monthly educational workshop series, featuring different guest speakers every month on a variety of topics.

The Midyear Economic Update workshop will give an overview of the political and investment landscape for the first half of 2013 as well what LPL Financial Research predicts the outlook will be for the second half of the year. Valeri will go in depth into the current slow and steady growth of the U.S. economy as well as the reasons why a recession is unlikely in the next 12 months.

"The comprehensive analysis that Valeri is presenting will give attendees a fresh perspective with data that was just released by LPL Financial Research," says IWM Partners LPL financial advisor Shawn Hochuli.

The workshop will go over how domestic policy issues such as the fiscal cliff, the sequester, quantitative easing and the Fed’s Bond-Buying program have affected the economy so far as well as how they might potentially effect the economy during the second half of the year. Valeri will also analyze employment trends as well as why different forecasters agree on low and stable future inflation.

In addition to an analysis of the U.S. economy, Valeri will look at why LPL Financial Research shows that the economic outlook outside of the U.S. is much less stable, especially given China’s slow growth and Europe’s recession.

Those interested in attending the workshop can RSVP at info(at)iwmpartners(dot)com or (714) 962-8000. The full workshop schedule is listed at IWMPartners.com.

About IWM Partners

With more than 40 years combined experience and working with more than $150 million of advisory assets through LPL Financial, Shawn Hochuli, Barbara Stowell and Michael Hernandez, CFP®, have the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and retirement planning, to insurance and tax strategies, the Orange County LPL financial advisors at IWM Partners help clients move comfortably into retirement. Learn more at IWMPartners.com.

  • The financial consultants at IWM Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
  • The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

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