CENTRAL ARIZONA ESTATE PLANNING COUNCIL

Thank you to our sponsor.

Joint Event with the Phoenix CFA Society

Please join Mercer’s Amy Ridge, Partner, Alternatives, and Casey Wamsley, Senior Investment Consultant for a lively discussion on:

“The Year of the Dragon- Unraveling the markets and alternative investments as we look into 2024”

The Dragon, in most traditions, symbolizes the embodiment of chaos and untamed nature. In Asia, the Dragon symbolizes authority, power, wisdom, and hidden knowledge. As we look into 2024, The Year of the Dragon, what will the markets bring to investors and how should investors be preparing to navigate investment portfolios. Mercer will bring their views on the market environment of how we got here and what may be in store as we look ahead. Mercer will also explore the world of alternative investments and discuss how investors can prepare portfolios as they look to navigate the markets ahead.

RSVP must be received by 12:00 noon on Wednesday, November 29, 2023. Registration will close at this time.

Schedule

• 5:00 p.m. Networking
• 6:00 p.m. Dinner
• 6:20 p.m. Announcements
• 6:30 p.m. Program
• 7:30 p.m. Program Concludes

Dinner Menu

Salad

Wedge salad with iceberg, turkey bacon, baby heirloom tomatoes, pear vinaigrette (GF/DF)

Entrees

Chicken Cacciatore with peppers, olives, capers, and white wine tomato sauce, on a bed of Spanish rice

Vegan: Quinoa with roasted vegetables

Dessert

Double fudge chocolate cake (GF/V)

EVENT CONDUCT STATEMENT

The Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.

Attending without a reservation? Please read this.

Submitting an RSVP for this event implies your agreement to the following COVID-19 policy.