May 2: Estate Planning Council

10 Mar May 2: Estate Planning Council

For the first time since 2010, the world economy is outperforming most predictions – a trend that many economists see not only continuing but amplifying in 2018. With the GDP showing upticks for continued growth and a stubbornly low core inflation, the global outlook is notably above consensus expectations and supported by still easy financial conditions and fiscal policy.

Is this all too good to be true? What are the Feds doing to prevent a bigger economic overheating and recession down the road? Join the Elkhart County Estate Planning Council on Wednesday, May 2 for lunch and an overview of our country’s economy. Representatives from 1st Source Bank will take a look at key economic indicators and provide their insight of today’s market.

DATE
Wednesday, May 2, 2018

TIME
11:45pm: Registration and Lunch Buffet
12:00pm – 1:00pm: Estate Planning Council Luncheon Seminar

LOCATION
Old Bag Factory
1100 Chicago Ave
Goshen, IN 46528

COST
$35 per person
Complimentary for 2018 Elkhart County Estate Planning Council members
*Members are still asked to register for all events they are attending.

SPEAKERS
Paul W. Gifford, Jr., CFA
As Senior Vice President at 1st Source Bank, Paul leads the investment strategy, process and implementation for clients. Paul oversaw the effort to create 1st Source Corporation Investment Advisors, Inc. after joining 1st Source as Senior Fixed Income Manager. Prior to joining 1st Source in 2000, he worked for Bremer Trust, N.A. in St. Cloud, Minnesota. He has experience in sales, portfolio management, and product development in investments since 1989. Paul earned the right to use the Chartered Financial Analyst designation in 1998.

Lee A. Shirley, CFA, CTFA
Lee joined 1st Source Bank as a Trust Administrator in 2017 and serves the Elkhart market. He is a native Hoosier who recently returned to Indiana with his wife and daughters from Comerica Bank in Southeast Michigan where he served as an Investment Strategist in the Personal Trust division. Lee holds the Certified Trust and Financial Advisor (CTFA) designation and is also a CFA Charterholder.