16
Oct
Preparing for a ‘Wile E. Coyote Moment’
Description
Please join us for a 90-minute educational forum where Jack Hooper and Isaac Halls of Plan Financial and special guest speaker Bobbi Ivanova of Simplify will discuss the increasingly important role that Alternative Investments play in investor’s portfolios.
Learn more about:
- How starting yields tend to anchor long-term returns.
- Tariffs & Inflation: What truly drives inflationary pressures?
- Portfolio Strategy: Top positioning strategies to keep your investments on solid ground.
Seating is limited, so register today!
Date and Time
Thu, Oct 16, 2025
5:00p - 6:30p PST
Location
Plan Financial, 1st Floor Conference Room
9 E River Park Pl E
Fresno ,
CA
93720
Note
Registration begins at 4:30 p.m. and the forum will begin at 5:00 p.m. promptly. Hors d'oeuvres and drinks to be available throughout the event.